Unclaimed
Craig Giovanni Bodden is a financial advisor with over 20 years of experience in the industry. He is a registered representative with Arete Wealth Advisors, LLC, and has held previous positions with Private Consulting Group, Inc., NFP Securities, Inc., and Pruco Securities Corporation. Craig Bodden specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. He is also experienced in working with corporations, businesses, and pension and profit-sharing plans. Craig is committed to helping clients achieve their financial goals through a personalized approach.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
08/11/2009 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
CA
07/31/2006 - 03/19/2009
PRIVATE CONSULTING GROUP, INC. (SAN FRANCISCO CA)
CA
05/02/2000 - 08/07/2006
NFP SECURITIES, INC. (SAN FRANCISCO CA)
NJ
04/23/1999 - 04/13/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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