Cody Ball

VP - Financial Consultant

+1 603-506-3603

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Planning Consultant, Fidelity Investments, 2022-2024
  • Investment Solutions Representative, Fidelity Investments, 2021-2022
  • Customer Relationship Advocate, Fidelity Investments, 2020-2021

Education

  • BA Biology & Economics Saint Anselm College

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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