Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Kritzer is an investment advisor representative with Fidelity Personal and Workplace Advisors. Cody has been in the securities industry since 2010. Cody holds Series 7, Series 66 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Cody is also registered with the state of New Jersey. Cody has been registered with Fidelity Personal and Workplace Advisors since July 2018. Cody's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Fidelity Brokerage Services LLC. Cody is also registered with the state of Texas. Cody is registered as an Investment Advisor Representative (IAR) with Fidelity Personal and Workplace Advisors.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
07/29/2010 - 12/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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