Unclaimed
Cody Deane is a financial advisor registered with Mariner Wealth Advisors. Cody has been in the financial industry since October 2013. Cody is a Certified Financial Planner and holds Series 63 and 66 licenses. Cody is currently registered with the state of Arizona.
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.
Family office services
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.
1
2
AZ
09/24/2024 - Present
Mariner Wealth (Scottsdale AZ)
Active
Inactive
Not sure Cody Deane is the right advisor for you? Invested Better is here to help.