Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Lynch is a financial advisor with MML Investors Services, LLC. Cody holds Series 7TO, SIE, 63 and 65 licenses. Cody has been in the financial industry since 2021. Before joining MML Investors Services, LLC, Cody was employed by RBC CAPITAL MARKETS, LLC in Nashua, NH. Cody specializes in providing financial planning, pension consulting, educational seminars, and asset allocation programs for businesses and individuals. Cody is registered to provide investment advice in Massachusetts, New Hampshire, Pennsylvania, and Texas.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
08/17/2023 - Present
MML Investors Services, LLC (BEDFORD NH)
NH
10/31/2022 - 06/08/2023
RBC CAPITAL MARKETS, LLC (NASHUA NH)
BC
Issued 07/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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