Unclaimed
Cody Wyatt Lantz is a financial professional registered in 53 states. Cody is a Series 7, Series 63, and SIE licensed individual, who joined Fidelity Brokerage Services LLC on May 25, 2023.
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
FL
05/25/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Cody Lantz is the right advisor for you? Invested Better is here to help.