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Cody William Pate is a financial_advisor professional located in Coeur D Alene, ID. They specialize in financial advisory. With over 2 years of experience, they bring deep expertise to every client.
Cody William Pate - Northwestern Mutual Investment Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Cody William Pate operates Northwestern Mutual Investment Services, LLC in Coeur d'Alene, Idaho. With two years in the financial advisory business, Pate works with clients on investment-related matters. The business holds a FINRA CRD license (number 6925107), which provides regulatory oversight of securities activities. Clients seeking investment guidance can contact Pate directly to discuss their financial needs and available services.
A FINRA CRD (Central Registration Depository) license indicates that Cody William Pate is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment professionals. This registration means Pate has met specific qualification requirements and is subject to FINRA's rules and oversight. The CRD number serves as a unique identifier in the regulatory system, allowing clients to verify the advisor's registration status and disciplinary history through FINRA's public database.