Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Cody Wright is a financial professional who has been in the industry since 2013. Willis is currently registered with Fidelity Brokerage Services LLC. Willis previously held positions with American Fidelity Securities, Inc. in Oklahoma City, Oklahoma. Willis holds a variety of licenses, including Series 6, 7, 9, 10, and 63.
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
UT
06/29/2013 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
OK
07/19/2010 - 01/03/2011
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BC
Issued 07/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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