Unclaimed
Edward B Hodgman is a financial advisor with Cetera Investment Advisers LLC, located in Towson, MD. Edward has been a registered investment advisor for over 6 years and has a strong track record of success in helping clients achieve their financial goals. He has earned several licenses and certifications, including the Series 6, 7, 63 and 66 exams. He is also a registered representative of Securian Financial Services, Inc. Prior to joining Cetera, Edward has worked with New York Life Securities LLC. His expertise in financial planning, portfolio management, and retirement planning makes him a valuable resource for individuals and families. Edward is committed to providing his clients with personalized service and a tailored approach to meet their unique needs.
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.
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.
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.
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
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
01/19/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
11/23/2016 - 01/05/2022
NYLIFE SECURITIES LLC (BETHESDA MD)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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