Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Schoenfeld is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, with over 15 years of experience in the financial services industry. Cody has earned the Series 6, 7, 26 and 63 securities licenses and is a registered representative with the state of Texas. Cody has previously worked with TD Ameritrade, Inc., Old Mutual Investment Partners and AIM Distributors, Inc. Cody specializes in portfolio management for individuals and selection of other advisors and provides financial planning services to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/02/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/11/2006 - 04/16/2007
TD AMERITRADE, INC. (FORT WORTH TX)
MA
07/20/2005 - 05/19/2006
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
TX
08/14/1999 - 07/06/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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