Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hodge is an Investment Advisor Representative with Morgan Stanley Institutional Investment Advisors LLC. Charles has been in the industry since 1997 and holds licenses Series 6, Series 63, and Series 65. Charles specializes in helping clients with investment policy statement creation and review for 3(21)A and 3(38) ERISA plans. Charles is also experienced in providing pension consulting and educational seminars. Charles was previously employed with Scudder Investor Services, Inc., Milliman Advisors, LLC, and Cook Street Consulting, Inc..
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE, CO 80111
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.
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.
Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans
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
06/25/2024 - Present
Morgan Stanley Institutional Investment Advisors LLC (Dallas TX)
NY
08/02/1999 - 09/07/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Charles Hodge is the right advisor for you? Invested Better is here to help.
