linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Holden Kirk Hodgson

Morgan Stanley & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Holden? Claim Your Profile

About Holden Kirk Hodgson

Holden Hodgson is a financial advisor with Morgan Stanley & Co. LLC, a firm with a focus on providing financial advice. Holden has been in the industry since 2010 and has a wide range of experience. Holden is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 63, 55, 3, and SIE licenses. Holden is also a registered principal with FINRA. Prior to joining Morgan Stanley, Holden was employed with MAN SECURITIES INC in New York, New York. Holden is also a licensed professional in all 50 states and the District of Columbia.

Firm Information

Holden Hodgson is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Holden Hodgson’s Registration & Firm History

MA

11/08/2012 - Present

Morgan Stanley & Co. LLC (Boston MA)

NY

07/11/2003 - 07/12/2005

MAN SECURITIES INC (NEW YORK NY)

Not sure if Holden Kirk Hodgson is right for you?

Licenses & Designations

BC

Issued 11/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/12/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Holden Kirk Hodgson.
Not sure if Holden Kirk Hodgson is right for you?