Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Wayne Keefe is a registered investment advisor representative with PFS Investments Inc. Cody has been in the financial industry since 2019. Cody has passed the Series 63, Series 6TO, and Series 26 exams. Cody's primary office is located in Omaha, NE. Cody is registered with the states of Iowa, Nebraska, and South Carolina.
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.
A percentage of the total value of assets under management is charged.
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NE
10/24/2024 - Present
PFS Investments Inc. (Omaha NE)
BC
Issued 05/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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