Licenses & Registrations Earned
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 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.
