Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Arthur Cody is a financial advisor with Avantax Investment Services, Inc. Edward has been in the financial services industry since August 13, 1987. Edward has a Series 7, Series 63, and Series 65 license. Edward is registered in Arizona, Colorado, Michigan, Ohio, Texas, and Wisconsin.
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.
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2
MI
08/22/2019 - Present
Avantax Investment Services, Inc. (SARANAC MI)
MI
01/02/2015 - 08/26/2019
REGULUS ADVISORS, LLC (Ionia MI)
MI
03/15/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (IONIA MI)
MI
02/10/2006 - 03/15/2010
PRIMEVEST FINANCIAL SERVICES, INC. (IONIA MI)
MI
06/02/2003 - 02/10/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (KENTWOOD MI)
NE
08/19/1999 - 06/02/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
WI
05/17/1996 - 07/27/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
08/25/1989 - 05/23/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/22/1987 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 01/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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