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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Okabayashi Hodges is a financial advisor in Cincinnati, OH with over 20 years of experience in the financial services industry. Beth is currently registered with Osaic Wealth, Inc. and is also a Registered Investment Advisor (RIA). Prior to joining Osaic Wealth, Beth worked as a financial advisor at Securities America, Inc. and Brecek & Young Advisors, Inc. Beth holds several licenses and certifications including Series 6, 7, 24, and 63. Beth specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
03/26/2003 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (CINCINNATI OH)
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2010
Series 7 - General Securities Representative Examination
BC
Issued 3/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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