Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Momohara is a financial advisor with LPL Financial LLC, working out of the Honolulu, HI branch office. Cody has been a registered financial advisor for over ten years, holding Series 6, 7, 63, and 65 licenses, along with the SIE exam. Cody also holds the Certified Financial Planner designation. Cody previously worked for Commonwealth Financial Network and Ameriprise Financial Services, Inc.. Cody is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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HI
10/15/2020 - Present
LPL Financial LLC (HONOLULU HI)
HI
11/07/2014 - 10/16/2020
COMMONWEALTH FINANCIAL NETWORK (HONOLULU HI)
HI
05/14/2013 - 10/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
07/01/2011 - 05/17/2013
PLANMEMBER SECURITIES CORPORATION (MILILANI HI)
HI
08/31/2010 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
IA
Issued 03/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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