Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Laura Siebert is a financial advisor with Osaic Wealth, Inc., based in Katy, Texas. Cody has been in the financial services industry since 1987. Cody is registered with the state of Texas as a registered investment advisor representative. Cody has over 35 years of experience working with individuals, families, and businesses. Cody's specializations include financial planning, retirement planning, and portfolio management. Cody is committed to providing clients with personalized financial advice and guidance to help them 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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (KATY TX)
TX
11/24/2014 - 06/14/2024
SECURITIES AMERICA, INC. (ROSENBERG TX)
TX
08/28/2006 - 11/24/2014
1ST GLOBAL CAPITAL CORP. (ROSENBERG TX)
NJ
07/15/1997 - 08/29/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
04/21/1994 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
10/08/1993 - 04/18/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
03/12/1991 - 10/12/1993
AMERICAN CAPITAL MARKETING, INC.
GA
03/04/1988 - 12/20/1989
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
09/23/1986 - 03/05/1988
ADVANTAGE CAPITAL CORPORATION
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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