Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Williams is a financial advisor with Edward Jones. Cody has been in the industry since 2011. He specializes in providing financial advice to individuals, families, and businesses. Cody is registered to provide investment advisory services in Alabama, Colorado, Florida, Georgia, Kentucky, North Carolina, Ohio, Pennsylvania, Tennessee, Utah, Washington, and West Virginia. He is also licensed to sell securities in Alabama, Colorado, Florida, Georgia, Kentucky, North Carolina, Ohio, Pennsylvania, Tennessee, Utah, Washington, and West Virginia. Cody is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
GA
05/06/2020 - Present
Edward Jones (CANTON GA)
AL
11/11/2015 - 02/21/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
01/03/2013 - 10/26/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
GA
12/12/2011 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (ALPHARETTA GA)
BOTH
Issued 05/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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