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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hodo is a financial advisor working for Russell Investments in ISSAQUAH, WA. Daniel has been in the industry since 2001. He has a Series 7, 63, 66 and SIE license. Daniel is registered in Washington, Idaho, Montana, and Oregon. Daniel Hodo focuses on working with high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and investment companies. Daniel Hodo's firm, Russell Investments, manages assets for several client types, including pooled investment vehicles, investment companies, and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
12/11/2007 - Present
Russell Investments (ISSAQUAH WA)
PA
01/31/2000 - 09/06/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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