Unclaimed
Hudson Truitt Roe is an investment advisor representative with The Ayco Company, LP. Hudson has been in the financial services industry since September 3, 2022 and holds the Series 63, Series 65, Series 7TO and SIE securities licenses. Hudson has worked for several firms, including Goldman Sachs, Velvet Taco, and Texas Tech University. Hudson specializes in providing financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals. Hudson has a broad range of experience in helping clients achieve their financial goals. The Ayco Company, LP is a registered investment advisor with a strong reputation in the financial services industry. The firm offers a variety of financial services to individuals and businesses, including financial planning, investment management, and retirement planning.
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.
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
TX
01/10/2023 - Present
THE Ayco Company, LP (Dallas TX)
BC
Issued 01/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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
Not sure Hudson Roe is the right advisor for you? Invested Better is here to help.