Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Thomas Boden is an investment advisor representative with Savvy, a financial services firm headquartered in New York, NY. Brent specializes in providing financial planning and investment management services to individuals, families, and businesses. Brent has a proven track record of helping clients reach their financial goals. Brent is committed to providing personalized financial guidance to help clients achieve their financial dreams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
02/09/2023 - Present
Savvy (Edgewood KY)
KY
09/08/2020 - 10/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Crestview Hills KY)
OH
01/02/2018 - 09/09/2020
BB&T SECURITIES, LLC (CINCINNATI OH)
KY
09/16/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CRESTVIEW HILLS KY)
KY
11/01/2011 - 01/20/2015
CETERA ADVISORS LLC (FLORENCE KY)
KY
02/12/2010 - 11/02/2011
WOODBURY FINANCIAL SERVICES, INC. (FLORENCE KY)
OH
04/23/2008 - 02/19/2010
METLIFE SECURITIES INC. (CINCINNATI OH)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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