Unclaimed
Cody Lara is a financial advisor located in Colorado Springs, Colorado. Cody is registered with T. Rowe Price Investment Services, Inc. and has been in the industry since September 28, 2022. Cody is licensed to provide securities and investment advice in 53 states and territories. Cody has passed the Series 63, Series 7, Series 24, and SIE exams.
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.
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.
1
2
CO
09/29/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 10/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cody Lara is the right advisor for you? Invested Better is here to help.