Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boedy? Claim Your ProfileBoedy Jess Tracy is a registered representative and investment advisor representative with Principal Advised Services. Boedy is licensed to provide investment advice in all 50 states and the District of Columbia. Boedy has been in the financial services industry since 2018. Boedy holds the Series 66, Series 7, Series 7TO, and SIE licenses. Boedy has previously worked with AXA Advisors, LLC, Principal Securities, Inc. and Wells Fargo. Boedy specializes in financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IA
09/18/2024 - Present
Principal Advised Services (DES MOINES IA)
IA
07/23/2018 - 08/20/2019
AXA ADVISORS, LLC (WEST DES MOINES IA)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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