Unclaimed
John Felix Bodovitz is an active investment advisor representative with Western International Securities, Inc. located in Newport Beach, CA. John has been in the financial industry since 1984. John also previously worked for Wells Fargo Advisors, Prudential Securities Incorporated, Kidder, Peabody & Co. Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. John is registered with FINRA and the state of California.
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.
1
2
CA
06/22/2018 - Present
Western International Securities, Inc. (Newport Beach CA)
CA
07/01/2003 - 12/21/2016
WELLS FARGO ADVISORS (NEWPORT BEACH CA)
NY
12/13/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/02/1984 - 12/14/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
10/20/1983 - 05/31/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 11/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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