Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Alfred is an Investment Advisor Representative with Fisher Investments, a firm that manages over $298 billion in assets for individual and institutional clients. Cody has been in the financial industry for 7 years and holds a Series 66 license. His work experience includes roles at Raymond James Financial Services, Inc. and Peoples Bank. Cody specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/21/2021 - Present
Fisher Investments (PLANO TX)
WV
03/14/2017 - 09/21/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIENNA WV)
BOTH
Issued 06/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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