Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Michael Winter is an Investment Advisor Representative registered with Northstar Investment Advisory LLC and has been in the industry since January 2016. Cody is also registered with the states of New York, Louisiana, and Texas. Cody is licensed to provide financial planning services. In addition to individual clients, Cody also offers educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NY
04/19/2022 - Present
Northstar Investment Advisory LLC (Sodus Point NY)
MA
01/22/2016 - 11/28/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
BC
Issued 05/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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