Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Butery is a financial advisor in Tempe, Arizona, affiliated with Fidelity Personal And Workplace Advisors. Cody has been in the financial services industry since December 20, 2017. Cody holds the Series 63 and Series 66 registrations, as well as the Series 7 and SIE. Cody is registered to provide investment advisory services in 53 states and is licensed in three states. Cody specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Cody has previously worked at TD Ameritrade, Inc..
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.
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.
1
2
AZ
03/29/2021 - Present
Fidelity Personal AND Workplace Advisors (TEMPE AZ)
AZ
10/19/2017 - 12/31/2020
TD AMERITRADE, INC. (PHOENIX AZ)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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