Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bodnar is a financial advisor with over 39 years of experience in the industry. He is currently registered with International Assets Investment Management, LLC, a firm with offices in Orlando, FL and Williston, VT. John has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and Dean Witter Reynolds Inc. John is a Series 7 and Series 63 licensed representative. John also holds a Series 65 license, which allows him to provide investment advisory services. John focuses on providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
1
2
FL
07/10/2020 - Present
International Assets Investment Management, LLC (ORLANDO FL)
VT
08/14/2008 - 02/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON VT)
VT
02/20/1997 - 08/22/2008
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
NY
07/11/1984 - 02/13/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/02/1982 - 07/06/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/25/1980 - 04/16/1982
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 07/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Bodnar is the right advisor for you? Invested Better is here to help.
