Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Hodge is a financial advisor at Cornerstone Wealth. Clifford has been in the financial services industry since 2008. He specializes in providing financial planning, portfolio management and insurance solutions for individuals, businesses and high net worth individuals. Clifford is a Chartered Financial Analyst and holds a Series 6, 7, 87 and SIE license. Before joining Cornerstone Wealth, Clifford worked at Fintrust Brokerage Services, LLC and Vanguard Marketing Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
NC
04/24/2018 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
SC
07/09/2015 - 04/04/2018
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
NC
06/23/2008 - 05/05/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Clifford Hodge is the right advisor for you? Invested Better is here to help.
