Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake Puzey is an investment advisor representative at B.o.s.s. Retirement Advisors, LLC. Drake has been in the financial services industry since 2014. Drake holds a Series 65 license. Drake is registered with the state of Utah. Drake's office is located in Lehi, Utah. Drake has experience working with clients who are individuals other than high-net-worth individuals and high-net-worth individuals. Drake provides financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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UT
10/12/2021 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
IA
Issued 09/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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