Unclaimed
Cody Fawbush is a financial advisor with Cetera Investment Advisers LLC in Livermore, California. Cody has been in the financial services industry since 2022. Cody holds the Series 7 and Series 66 licenses. Cody's previous experience includes positions at CUSO Financial Services, LP, and UNCLE Credit Union. Cody is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. In addition to his financial services career, Cody works part-time at Chick-fil-A. Cody's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/31/2024 - Present
Cetera Investment Advisers LLC (LIVERMORE CA)
CA
07/09/2022 - 01/17/2023
CUSO FINANCIAL SERVICES, L.P. (Livermore CA)
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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