Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hodgkiss is a financial advisor with Wells Fargo Clearing Services, LLC, a registered investment advisor with the Securities and Exchange Commission. David has been in the securities industry since 1988 and holds the Series 7, Series 63 and SIE licenses. David has been registered with Wells Fargo Advisors LLC since 2009. David is registered to provide advisory services in Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, Montana, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
02/23/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TUCSON AZ)
BC
Issued 03/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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