Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Keith Ulland is a financial advisor at Orion Portfolio Solutions, LLC. Cody has been in the industry since 2015 and holds a Series 63, Series 66, Series 7, and Series 7TO license. Cody also holds the SIE license, which is required for all individuals who want to work in the securities industry. Cody is also a Certified Financial Planner (CFP®). Cody specializes in providing financial advice to individuals, families, and businesses. Cody has experience working with clients in a variety of areas, including retirement planning, investment planning, and estate planning. Cody's previous experience includes working at Fidelity Brokerage Services LLC, TownSquare Capital, LLC, and Brinker Capital.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/25/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
UT
11/21/2015 - 12/14/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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