Unclaimed
Erick Keith Bodge is a financial advisor with Blackrock Investment Management, LLC, a firm with a focus on providing investment advisory services to individuals, businesses, and investment companies. Erick has been in the financial industry since 2003 and has a wide range of experience, including managing investment portfolios, providing financial planning, and selecting other advisors. Erick's expertise lies in providing investment management services for investment companies, individuals and pooled investment vehicles, and he has specialized in providing investment advice to insurance companies, investment companies, and charitable organizations. Erick holds a Series 7, Series 31 and a Series 66 license and is registered as an Investment Advisor Representative in New Jersey and Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
NJ
03/18/2016 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
TX
02/11/2011 - 11/20/2012
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
OH
09/17/2010 - 02/02/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
01/09/2008 - 09/27/2010
NATIONWIDE FUND DISTRIBUTORS LLC (COLUMBUS OH)
OH
01/02/2008 - 01/09/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
11/01/2007 - 12/31/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
12/21/2005 - 10/15/2007
NATIONWIDE FUND DISTRIBUTORS LLC (WEST CONSHOHOCKEN PA)
PA
05/02/2002 - 06/24/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
08/17/2001 - 02/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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