Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody James Meyer is a financial advisor at Schwab Wealth Advisory, Inc., located in Orlando, Florida. Cody has been a registered representative since 2019 and holds Series 7TO, Series 63 and SIE licenses. Cody has been with Schwab Wealth Advisory, Inc. since 2024. Cody is specialized in Retirement Planning, College Savings Plans, and Estate Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/02/2025 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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