Cody Seger, financial advisor Omaha NE

Cody Seger

CRD Number: 5409444
Current Firm: Charles Schwab & Company, Inc.

Cody Seger (CRD# 5409444) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Charles Schwab And Company, Inc. Bellevue, NE Dec 2022 - Current 1
Td Ameritrade Bellevue, NE Jan 2008 - Dec 2022 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Cody J. Seger
Phone Number: 415-667-7000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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