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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Ryan Bodner is a financial advisor with over 20 years of experience in the industry. Brent is registered with Wells Fargo Clearing Services, LLC and is licensed in multiple states. Brent's experience includes previous roles at J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., MUTUAL OF OMAHA INVESTOR SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brent holds the Series 7, Series 66, Series 6TO and SIE licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/08/2024 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
10/01/2012 - 06/24/2024
J.P. MORGAN SECURITIES LLC (Los Angeles CA)
NY
03/20/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NE
07/14/2003 - 03/22/2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/06/2000 - 05/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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