Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rheannon? Claim Your ProfileRheannon Boddie is a financial advisor with Commonwealth Financial Network, a Registered Investment Advisor firm with offices in Waltham, MA. Rheannon is a CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of experience in the financial services industry. Rheannon is a Series 6, 7, 63, and 65 licensed professional and has a strong background in portfolio management, financial planning, and insurance sales. Rheannon provides a variety of services to individuals, families, and businesses, including financial planning, investment management, and insurance planning.
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.
1
2
GA
05/23/2024 - Present
Commonwealth Financial Network (Alpharetta GA)
GA
01/19/2024 - 06/04/2024
OSAIC WEALTH, INC. (ATLANTA GA)
GA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/17/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 12/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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