Unclaimed
Cody Harris is a registered representative with Fifth Third Securities, Inc. Cody is licensed to provide investment advice in Indiana and Kentucky. Cody has been in the securities industry for several years and specializes in providing financial planning services, portfolio management services for businesses and individuals, and selection of other advisors. Cody has a strong track record of success and 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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KY
09/30/2024 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
IA
Issued 6/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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