Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvan? Claim Your ProfileYvan Bodart is a registered Investment Advisor Representative (IAR) with F L Putnam Investment Management Co. Yvan has been in the financial services industry for a number of years. Yvan has a wide range of experience and expertise in financial planning, portfolio management, and other advisory services. Yvan holds the Chartered Financial Analyst designation. Yvan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
MA
11/07/2023 - Present
F L Putnam Investment Management Co. (LYNNFIELD MA)
Active
Inactive
Not sure Yvan Bodart is the right advisor for you? Invested Better is here to help.
