Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Wilson is a financial advisor with over 18 years of experience in the financial services industry. Cody Wilson is currently registered with Piper Sandler & Co., a leading investment bank and financial services firm, serving clients in Atlanta, GA. Before joining Piper Sandler & Co., Cody Wilson has also worked at Stifel, Nicolaus & Company, Incorporated, Merchant Capital, L.L.C., and A. G. Edwards & Sons, Inc.. Cody Wilson holds Series 7, 63, 66, 50, and 52TO 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
01/12/2021 - Present
Piper Sandler & Co. (ATLANTA GA)
GA
01/02/2015 - 02/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
03/31/2008 - 01/02/2015
MERCHANT CAPITAL, L.L.C. (ATLANTA GA)
MO
09/02/2004 - 11/16/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AL
07/25/2002 - 09/09/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
12/05/2001 - 08/06/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 05/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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