Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Taylor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cody has been in the industry since 2018 and is registered with FINRA and the state of Washington. Cody has experience in various financial services roles, including working with Vanguard, Morgan Stanley and Robinhood Financial. Cody is a skilled and experienced professional who provides personalized financial advice to individuals and businesses. Cody holds the Series 7, 6, 63 and 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
03/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EVERETT WA)
AZ
08/29/2022 - 02/15/2024
MORGAN STANLEY (Scottsdale AZ)
AZ
01/04/2021 - 05/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
07/28/2020 - 11/25/2020
MORGAN STANLEY (GILBERT AZ)
AZ
11/02/2016 - 11/11/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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