Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Hooten is an investment advisor representative. Cody has been in the industry for over 9 years. Cody is currently registered with Apollon Wealth Management, LLC and has been with the firm since July 2022. Cody also has previous experience with Robinhood Financial, LLC, J.P. Morgan Securities LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., and Fidelity Brokerage Services LLC. Cody holds the following licenses: Series 7, Series 63, and Series 65. Cody has expertise in a variety of financial areas, including investment management, retirement planning, insurance, and financial planning. Cody's main office is located in Mount Pleasant, SC.
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.
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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SC
08/16/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
TX
01/05/2021 - 07/29/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
05/19/2020 - 12/10/2020
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
04/03/2018 - 01/18/2019
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
TX
11/01/2017 - 04/06/2018
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
01/06/2015 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
09/06/2013 - 12/19/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 03/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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