Cody J. Becker
Investment Specialist
- Role
- Investment Specialist at Ashford Advisors
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Cody J. Becker
What you can expect when you work with meMy purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you./COMPLIANCE:20••••38/
Experience
Investment Specialist
Nov 2023 — Present · Memphis, TN, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford Mid South LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number - 20••••55, CA Insurance License Number - 42•••48. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
St. Norbert College
Bachelor of Business Administration (B.B.A.), Accounting
2011 — 2015
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Strategic Planning
- Microsoft Office
- Account Management
- Microsoft Word
- Team Leadership
- Public Speaking
- Social Media
- Access
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