Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Bodnar is a financial advisor with Avantax Advisory Services. Darryl has been in the financial services industry since 2002 and is registered with the state of Maryland as both a broker-dealer and an investment advisor representative. Darryl has passed numerous industry exams including the Series 6, 7, 63 and 65, and the SIE. Darryl works with a range of clients, including individuals, families, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (MD MD)
MD
12/18/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HUNT VALLEY MD)
MD
09/12/2002 - 12/19/2007
NEW ENGLAND SECURITIES (TIMONIUM MD)
IA
Issued 03/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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