Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Terrion is an investment advisor representative at ATFS Advisers. Cody has been in the industry since 2019. Cody holds the Series 66, Series 7TO and SIE licenses and is registered to provide investment advice in Pennsylvania. Cody specializes in portfolio management for individuals. Cody's firm primarily serves individuals and has approximately $13,408 in assets under management. The firm provides investment advisory services and may charge fees based on a percentage of assets under management.
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.
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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PA
04/03/2024 - Present
Atfs Advisers (Wynnewood PA)
PA
03/07/2019 - 04/03/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONSHOHOCKEN PA)
BOTH
Issued 04/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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