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Licenses
& Registrations Earned
- Securities Registrations:
- Series 6 Investment Company Products/Variable Contracts
Representative Exam
- Series 63 Uniform Securities Agent State Law Exam
- Series 26 Investment Co. Products/Variable Contracts
Principal Exam
- Series 7 NYSE General Securities Representative Exam
- Series 24 General Securities Principal Exam
- Series 65 Uniform Investment Adviser Law Exam
- Texas State Board of Insurance - Variable Contract Agent
License
- Texas State Board of Insurance - Group I Life License
- State of Texas Real Estate Broker License
Professional
Designations
- Certified Financial Planner™ licensee
- Certified Divorce Financial Analyst™
Professional
Relationships
- Jerry Boda is a Investment Advisor Representative and
Principal
of Boda Financial Group, Inc., a Registered
Investment Advisor
for investment advisory services.
- Jerry Boda is a Registered Representative, Registered
Principal and Branch Manager
of SagePoint Financial, Inc., a registered Broker-Dealer member
FINRA and SIPC offering securities.
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BODA FINANCIAL
GROUP
3121 Cross Timbers
Rd
Suite 1
Flower Mound, TX 75028
T 972.355.4411
F
972.355.2575
jerry@bodafinancial.com |
