Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Blankenship is a financial advisor with Ameriprise Financial Services, LLC. Cody is a registered representative in Texas, and has been working in the financial industry since 2019. Cody's primary office is located in Longview, Texas. Cody holds licenses for Series 63, Series 65, Series 7, and the SIE. Cody is licensed to provide financial advice in a number of states, including Arkansas, Florida, Georgia, Missouri, Oklahoma, South Carolina, and Texas. Cody also owns SWP Operations LLC and manages Ameriprise business. Cody has experience working with individuals, families, corporations, trusts/estates, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
02/10/2020 - Present
Ameriprise Financial Services, LLC (Longview TX)
IA
Issued 02/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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