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Kodie Lashae Cozart

Vanguard Marketing Corp.

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About Kodie Lashae Cozart

Kodie Cozart is a financial advisor registered with Vanguard Marketing Corp. Kodie has been working in the financial services industry since August 2018. Kodie is licensed to sell securities in Arizona and North Carolina and is also a Series 7 and Series 63 registered representative. Kodie has also passed the Securities Industry Essentials Exam.

Firm Information

Kodie Cozart is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kodie Cozart’s Registration & Firm History

NC

08/08/2018 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kodie Lashae Cozart.
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