Codi Pepera
Meet CODI PEPERA
Codi Pepera*
Financial Advisor, Osaic Institutions, Inc.
Cascade Office
4797 Cascade Road SE, Grand Rapids, MI 49546
*Check the background of Codi Pepera on FINRA's BrokerCheck(Opens in a new Window).
We make a serious investment in each and every client. West Michigan Financial Services can provide you with convenient services to assist you with your financial goals. Codi Pepera, a trusted Financial Advisor for West Michigan Financial Services and a registered representative of Osaic Institutions, Inc., is available to help guide you to a solid and secure financial future.
Pepera brings 13 years of banking and financial services experience to West Michigan Financial Services, most recently serving as Senior Sales Support & Service Specialist at Flagstar Bank, a role she held for nine years.
She holds multiple industry licenses and certifications, including Series 7, Series 65, Series 63, Series 6, Life & Health, and Variable Annuity licenses.
Products & Services
A broad range of financial products and services are available including:
- Individual Retirement Accounts (IRA's)
- Roth IRA's
- 401 Ks
- Rollovers
- Transfers
- Tax Exempt & Tax Deferred Strategies*
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Life Insurance
- Mutual Funds
- Stocks & Bonds
- College Planning
QUESTIONS?
Contact me today to arrange an appointment!
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. West Michigan Financial Services is a trade name of West Michigan Community Bank. Osaic Institutions and West Michigan Community Bank are not affiliated.
ASSET MANAGEMENT
Offering a wide range of highly personalized and comprehensive investment and wealth planning services.