Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Jeffrey Bodner is a financial advisor with over 30 years of experience in the financial industry. Randall is registered with UBS Financial Services Inc. in Florida, California, New York, and Texas. Randall also has experience at firms such as Citigroup Global Markets Inc., Chase Investment Services Corp., Prudential Securities Incorporated, Shearson Lehman Hutton Inc., and E.F. Hutton & Company Inc. Randall is a licensed Series 63, 65, 7, 24, and 31 registered representative, and holds a Series 66, 63 and SIE designation. Randall offers services such as financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
06/04/2009 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
07/18/2007 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/17/2000 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
IL
09/06/1991 - 03/02/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
03/13/1989 - 09/13/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/11/1988 - 03/30/1989
SHEARSON LEHMAN HUTTON INC.
NA
11/20/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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