Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Daeges is an Investment Advisor Representative who has been in the industry since October 2021. Cody is currently registered with Charles Schwab & CO., Inc. in Nebraska. Previously, Cody was also registered with TD Ameritrade, Inc. in Nebraska. Cody has passed the Series 7TO, Series 63, Series 66, and SIE exams. Cody offers financial planning and selection of other advisors services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
04/02/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/20/2021 - 04/21/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 03/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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