Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Todd Hudson is a financial advisor with over 25 years of experience in the industry. Hudson is registered with Morgan Stanley and has been with the firm since 2009. Previously, Hudson was a registered representative at Wachovia Securities, LLC from 2002 to 2008, and Paine Webber Incorporated from 1997 to 1997. Hudson holds FINRA Series 7, 31, and 63 licenses. Hudson provides financial planning, portfolio management, and other advisory services to individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
06/01/2009 - Present
Morgan Stanley (CHAPEL HILL NC)
NC
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DURHAM NC)
NC
06/15/2002 - 05/06/2008
WACHOVIA SECURITIES, LLC (DURHAM NC)
NC
11/20/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
07/15/1997 - 12/04/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Geoffrey Hudson is the right advisor for you? Invested Better is here to help.
