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Yoel Yitzchok Bodek

THE Leaders Group, Inc.

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About Yoel Yitzchok Bodek

Yoel Yitzchok Bodek is a financial professional with over 10 years of experience in the industry. Yoel has a broad range of experience, having previously worked at firms such as Park Avenue Securities LLC, Lifemark Securities Corp., NYLife Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Yoel is currently registered with The Leaders Group, Inc. and holds Series 6, 63, 65, 7 and SIE licenses. Yoel is licensed in Florida, New Jersey, and New York.

Firm Information

Yoel Bodek is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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Yoel Bodek’s Registration & Firm History

CO

09/10/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NY

01/27/2010 - 11/22/2010

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

03/20/2008 - 07/02/2009

LIFEMARK SECURITIES CORP. (MONTEBELLO NY)

NY

05/12/2004 - 03/26/2008

NYLIFE SECURITIES LLC (MONTEBELLO NY)

MA

04/04/2001 - 04/21/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/04/2001 - 04/21/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/03/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/27/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/10/2020

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yoel Yitzchok Bodek.
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