Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody William Martinell is a financial advisor in Boston, MA. Cody has been in the industry since November 2013. Cody is registered with Fidelity Personal And Workplace Advisors, a firm with headquarters in Boston, MA and has a license to sell securities in 33 states. Cody is currently licensed as a Registered Representative (Series 7), a General Securities Representative (Series 66), and a Securities Industry Essentials (SIE) examinee. Cody is also registered as an Investment Advisor Representative in Washington and Texas. Cody specializes in investments for Individuals, Business Development Companies, Corporations, Pension Plans, Mutual Funds, Variable Annuities, Trusts, and other high-net-worth clients. Cody has over 10 years of experience in the financial industry and is committed to providing his clients with the highest level of service and expertise.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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