Jeanine A. Bodie
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeanine Ann Bodie, who also goes by Jeanine Ann Mchaffie, was a registered financial professional .
Jeanine is a previously registered financial professional and started their career in finance in 2005. Jeanine had worked at 4 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 23, 2013 - August 16, 2013
DAVINCI FINANCIAL DESIGNS
September 7, 2012 - September 19, 2013
LPL FINANCIAL LLC
May 17, 2012 - December 31, 2012
DAVINCI FINANCIAL DESIGNS
May 4, 2012 - September 19, 2013
LPL FINANCIAL LLC
May 12, 2006 - May 7, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
May 12, 2006 - May 7, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
December 19, 2005 - April 28, 2006
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 198,331,653 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
