Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Owens is a registered investment advisor representative with Touchstone Advisors Inc. Cody Owens is also a registered investment advisor representative. Cody Owens has been in the financial services industry since 2017. Cody Owens is registered with the states of Kentucky and Ohio. The Touchstone Advisors Inc. office is located in Cincinnati, Ohio. Touchstone Advisors Inc. manages assets for investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
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2
OH
01/10/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
KY
11/16/2017 - 02/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
BOTH
Issued 12/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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