Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Horton is a financial advisor who has been working in the industry since 2010. Cody is currently registered with Wells Fargo Advisors Financial Network, LLC, and is based in Victoria, Texas. Cody has a strong background in the industry, having worked for both Edward Jones and Wells Fargo Clearing Services, LLC prior to joining Wells Fargo Advisors Financial Network, LLC. Cody holds multiple licenses and certifications, including the Series 66, Series 7, and the SIE exams. Cody is committed to providing his clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/18/2023 - Present
Wells Fargo Advisors Financial Network, LLC (VICTORIA TX)
TX
09/08/2015 - 05/18/2023
WELLS FARGO CLEARING SERVICES, LLC (VICTORIA TX)
TX
01/26/2010 - 09/09/2015
EDWARD JONES (VICTORIA TX)
BOTH
Issued 02/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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