linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert J Bodily

Cambridge Investment Research, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert J Bodily

Robert J. Bodily is a financial advisor with over 27 years of experience in the financial services industry. Robert has a strong background in investments and has held positions with several reputable firms, including E*TRADE SECURITIES LLC, HARRISDIRECT LLC, MORGAN STANLEY DEAN WITTER ONLINE INC., and FIDELITY BROKERAGE SERVICES, INC. Robert is currently registered with Cambridge Investment Research, Inc. He has a broad knowledge base in the industry and is committed to providing clients with personalized financial guidance.

Firm Information

Robert Bodily is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Bodily’s Registration & Firm History

UT

10/30/2012 - Present

Cambridge Investment Research, Inc. (SALT LAKE CITY UT)

UT

01/03/2006 - 10/10/2012

E*TRADE SECURITIES LLC (SANDY UT)

NJ

07/10/2000 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

CA

09/02/1998 - 06/19/2000

MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)

RI

03/16/1994 - 07/31/1997

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

Not sure if Robert J Bodily is right for you?

Licenses & Designations

BC

Issued 04/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2001

Series 4 - Registered Options Principal Examination

BC

Issued 06/29/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert J Bodily.
Not sure if Robert J Bodily is right for you?