Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Cabler is a registered representative with MML Investors Services, LLC. Cody has been in the financial services industry for 10 years. Cody holds Series 6, 63 and 65 licenses, and has been active as an investment advisor representative in Oklahoma. Before joining MML Investors Services, LLC, Cody was employed by ALLSTATE FINANCIAL SERVICES, LLC and FORESTERS FINANCIAL SERVICES, INC. Cody specializes in retirement planning, college savings, estate planning, insurance, and financial planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
01/11/2023 - Present
MML Investors Services, LLC (Oklahoma City OK)
OK
11/15/2018 - 07/01/2020
ALLSTATE FINANCIAL SERVICES, LLC (Bethany OK)
OK
02/05/2018 - 03/06/2018
FORESTERS FINANCIAL SERVICES, INC. (Oklahoma City OK)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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