Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Rieland is a financial advisor registered with Edward Jones. Cody has been in the financial services industry since July 2013. Cody has passed both the Series 7 and Series 66 exams and holds registrations in 19 states for both securities and investment advisory services. Cody has been with Edward Jones since August 2018. Prior to that, Cody was registered with LPL Financial LLC and Cetera Investment Services LLC. Cody's specializations include retirement planning, college savings, estate planning, and insurance. Cody has experience working with a variety of clients, including individuals, families, and small businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
MN
02/08/2019 - Present
Edward Jones (ALEXANDRIA MN)
MN
02/28/2017 - 08/13/2018
LPL FINANCIAL LLC (ALEXANDRIA MN)
MN
07/09/2013 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (ALEXANDRIA MN)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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