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Adam L
Series 63, Series 65
Davenport, IA
UBS Financial Services
Adam Link is a financial advisor with UBS Financial Services in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, LPL Financial, and Deere Employees Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.
Cody F
Series 63, Series 66
Davenport, IA
UBS Financial Services
Cody Flatt is a financial advisor with UBS Financial Services in Davenport, IA. He holds Series 63 and Series 66 designations and has 21 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, LPL Financial, Invest Financial Corp., and Deere Employees Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.
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