Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kody? Claim Your ProfileKody Eric Haglund is an Investment Advisor Representative at Alphastar Capital Management, a firm based in Cornelius, NC. Kody is registered with the state of North Carolina and has passed both the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. Kody's experience includes roles with Tristate Financial Advisors and Going Moving Company. Kody specializes in providing financial planning and portfolio management services to individuals, corporations and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
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NC
06/05/2024 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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