Unclaimed
Ashley Hodge is a financial advisor in Hurst, Texas, who has been in the industry since 1994. Ashley Hodge is currently registered with Advisor Resource Council, and previously worked with UBS Financial Services Inc., J.C. Bradford & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ashley Hodge is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, 65, 7, 24 and SIE licenses. Ashley Hodge specializes in providing financial planning services to individuals, families, and businesses. Ashley Hodge is also a registered investment advisor, and can provide investment advisory services through Advisor Resource Council.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
03/12/2019 - Present
Advisor Resource Council (DALLAS TX)
NJ
08/14/2000 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/02/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/10/1994 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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