Cody Davis, CFP®

VP - Financial Consultant

+1 843-972-6540

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2020-2022
  • Financial Consultant, TD Ameritrade, 2019-2020
  • Investment Consultant, TD Ameritrade, 2018-2019
  • Financial Representative, Fidelity, 2015-2018

Education

  • Bachelor of Science, Economics & Finance, Florida State University

Personal interests and affiliations

    Standard mailing address:

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

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