Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Demmel is a financial advisor with Morton Brown Family Wealth LLC. Cody has been in the industry since 2014 and has a Series 7, Series 66, and SIE licenses. Cody is also a Certified Financial Planner. Cody provides financial planning and portfolio management services to individuals and corporations. Cody has experience working with Morgan Stanley and Janney Montgomery Scott LLC.
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.
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
PA
10/11/2021 - Present
Morton Brown Family Wealth LLC (ALLENTOWN PA)
PA
06/07/2019 - 03/26/2020
JANNEY MONTGOMERY SCOTT LLC (ALLENTOWN PA)
PA
06/26/2015 - 06/10/2019
MORGAN STANLEY (ALLENTOWN PA)
PA
07/14/2014 - 06/29/2015
AXA ADVISORS, LLC (BETHLEHEM PA)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Cody Demmel is the right advisor for you? Invested Better is here to help.
