Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Mitchell Taymore is a registered Investment Advisor Representative with Foundations Investment Advisors LLC. Cody is a financial professional with over 8 years of experience in the financial services industry. Cody has held positions with firms such as Fidelity Brokerage Services LLC, Signator Investors, Inc., GLP Investment Services, LLC, and J.P. Morgan Securities LLC. Cody's focus is on providing financial planning and portfolio management services to individuals and corporations. Cody holds Series 6, 7, 26, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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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MI
08/08/2024 - Present
Foundations Investment Advisors LLC (Warren MI)
MI
09/17/2018 - 04/27/2023
FIDELITY BROKERAGE SERVICES LLC (TROY MI)
MI
04/19/2018 - 05/14/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
09/10/2015 - 02/19/2018
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
MI
05/27/2015 - 08/07/2015
J.P. MORGAN SECURITIES LLC (GROSSE POINTE MI)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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