Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Duane Bodie has been in the financial industry since 1990. Charles is currently registered with LPL Financial LLC and has been with the firm since 2007. Prior to that, Charles was registered with MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and Waddell & Reed, Inc. Charles is registered to provide investment advisory services in Colorado.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
01/02/2008 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
11/30/2005 - 11/16/2007
METLIFE SECURITIES INC. (GRAND JUNCTION CO)
CO
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GRAND JUNCTION CO)
NJ
02/10/1997 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
KS
10/22/1990 - 02/13/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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