Cody Roos (CRD# 6694181) is an Investment Advisor Representative working at Stewardship Investment Services LLC in Kearneysville, WV and has over 7 years of experience in the finance industry.
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 5431528
Equitable Advisors, LLC
CRD# 6670800
Amj Financial Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewardship Financial Group | Kearneysville, WV | Jan 2022 - Current | 2 |
| Stewardship Investment Services LLC | Kearneysville, WV | Nov 2021 - Current | 2 |
| Lpl Financial And Wauna Federal Credit Union | Warrenton, OR | Oct 2018 - Nov 2021 | 3 |
| Alleluia Financial LLC | Warrenton, OR | Feb 2018 - Oct 2018 | < 1 |
| Knights Of Columbus | Beaverton, OR | Jan 2017 - Oct 2018 | 1 |
| Park Avenue Securities | Portland, OR | Oct 2016 - Jan 2017 | < 1 |
| Guardian Life Ins | Portland, OR | Jul 2016 - Jan 2017 | < 1 |
| Elk Ridge Dairy | Cloverdale, OR | Mar 2008 - Jul 2016 | 8 |
| Oregon State Uniersity | Corvallis, OR | Jun 2012 - Jun 2016 | 4 |
| Baertlein And Phegley Cpas | Tillamook, OR | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
- WV
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Total Assets Under Management2MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$65,303
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
OR, WV
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