Unclaimed
Jay Brian Boddicker is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jay has been in the financial services industry since July 16, 1991. Jay has been registered with Wells Fargo Clearing Services, LLC since February 2016. Prior to this, Jay worked at CREDIT SUISSE SECURITIES (USA) LLC, LEHMAN BROTHERS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY & CO., INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, and PRUDENTIAL-BACHE SECURITIES INC.
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.
Investment consulting services to institutional clients
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.
1
2
IL
02/29/2016 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
09/15/2008 - 03/22/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
11/10/1999 - 09/18/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
11/03/1999 - 12/20/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/16/1991 - 11/05/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
03/21/1989 - 06/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NY
05/26/1989 - 06/15/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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