Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hodgeman is an investment advisor representative with Ally Invest Advisors. Brian has been in the financial services industry since 2013. Brian is licensed in 53 states and the District of Columbia. Brian specializes in providing financial planning and portfolio management services to individuals. Prior to joining Ally Invest Advisors, Brian worked at M Holdings Securities, Inc. and UBS Paine Webber Inc. Brian is registered with FINRA and the state of Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/13/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
KY
01/05/2015 - 01/16/2020
M HOLDINGS SECURITIES, INC. (COVINGTON KY)
NJ
01/04/2001 - 08/31/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
RI
12/04/1998 - 01/10/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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