Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarred? Claim Your ProfileJarred Cody is an investment advisor representative with PFS Investments Inc., a firm with a long history of providing financial services. Jarred has over 5 years of experience in the industry, specializing in providing financial planning and investment advice to individuals. Previously, Jarred was a registered representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jarred is licensed to provide investment advice in Rhode Island, New Hampshire, and holds the Series 66, Series 7, and SIE licenses. Jarred is passionate about helping clients reach their financial goals and providing them with the tools and knowledge to make informed decisions.
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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RI
08/18/2020 - Present
PFS Investments Inc. (CRANSTON RI)
RI
01/25/2018 - 06/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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