Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Boda is a financial advisor with over 30 years of experience in the industry. Jerry currently works at Osaic Wealth, Inc., a firm with a large client base that provides a range of financial services. Before joining Osaic Wealth, Inc., Jerry was with SAGEPOINT FINANCIAL, INC. Jerry holds a variety of licenses, including Series 7, Series 6, Series 24, Series 26, and Series 63, as well as the Series 65 license. Jerry also holds the Certified Financial Planner designation.
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.
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.
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TX
09/01/2023 - Present
Osaic Wealth, Inc. (FLOWER MOUND TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FLOWER MOUND TX)
AZ
10/15/1990 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
05/30/1984 - 10/19/1990
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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