Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Rene Amis is a financial advisor registered with Stoker Ostler, a part of BMO Financial Group. Cody has been in the industry since 2002 and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Cody is a Certified Financial Planner and a Chartered Financial Analyst.
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.
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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AZ
03/30/2011 - Present
Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)
AZ
11/21/2002 - 05/20/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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