Cody Nesbitt (CRD# 6448503) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
CRD# 6626957
Prudential Financial Planning Services
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati, OH | Feb 2015 - Current | 8 |
| Unemployed | Cincinnati, OH | Dec 2014 - Jan 2015 | < 1 |
| Persistence Storage | Paducah, KY | Aug 2010 - Nov 2014 | 4 |
| Full-time Education | Paducah, KY | Jul 2005 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- OH
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Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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