Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Maschmeier is a financial advisor with Fidelity Personal and Workplace Advisors. Cody has been in the financial services industry for over 20 years and is registered with the state of Idaho as an investment advisor representative. Cody has worked at various firms, including Wells Fargo Investments, LLC, and New England Securities. Cody is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
06/10/2008 - 06/09/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
NM
02/15/2007 - 04/01/2008
WELLS FARGO INVESTMENTS, LLC (ALBUQUERQUE NM)
NM
04/18/2006 - 02/21/2007
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
NM
03/06/2003 - 04/06/2006
LINSCO/PRIVATE LEDGER CORP. (ALBUQUERQUE NM)
MO
01/15/2002 - 02/20/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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