Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Donati is a financial advisor with Fidelity Personal And Workplace Advisors. Cody has been in the financial industry since 2011, and has worked at several financial institutions, including PNC Investments and Edward Jones. Cody is registered as a broker-dealer and investment advisor in multiple states, and holds several industry certifications. Cody specializes in providing financial planning, investment management, and education seminars to individuals and businesses.
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)
IL
01/31/2013 - 06/16/2016
PNC INVESTMENTS (HUNTLEY IL)
IL
06/30/2011 - 01/04/2013
EDWARD JONES (LAKE IN THE HILLS IL)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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