Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Hodgdon is a financial advisor at LPL Financial LLC, a firm that manages over $463 Billion in assets. Aaron has been in the financial industry for over 15 years, and has a strong track record of success in helping clients achieve their financial goals. Aaron is a registered representative with FINRA and a licensed agent in both North Carolina and South Carolina. Aaron holds the Series 6, 7, 63, and SIE licenses. Aaron has a strong understanding of the financial markets and the investment strategies that are necessary to help clients reach their financial goals. Aaron is committed to providing personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
10/19/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
05/10/2017 - 09/19/2023
MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)
SC
07/27/2009 - 05/24/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
04/07/2009 - 08/07/2009
MML INVESTORS SERVICES, INC. (CHARLOTTE NC)
PA
05/06/2008 - 01/21/2009
WACHOVIA SECURITIES, LLC (MECHANICSBURG PA)
BC
Issued 05/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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