Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Ball is a registered representative with Charles Schwab & Co., Inc. Cody is a licensed securities professional in many states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, and Virginia. Cody is a highly experienced financial professional with a broad range of knowledge and expertise.
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
1
2
NH
11/13/2024 - Present
Charles Schwab & CO., Inc. (Bedford NH)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Cody Ball is the right advisor for you? Invested Better is here to help.
