Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Casey Hodges is an Investment Advisor Representative with Avidian Wealth Solutions and has been in the industry for over 20 years. James has a wealth of experience in the financial industry, having previously worked at CIBC WORLD MARKETS CORP. and PRUDENTIAL SECURITIES INCORPORATED. James holds both Series 66 and Series 63 licenses, as well as Series 3 and Series 7 licenses. James specializes in providing financial planning and portfolio management services to individuals, families, trusts, and small businesses.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
07/22/2020 - Present
Avidian Wealth Solutions (HOUSTON TX)
NY
07/14/1997 - 08/21/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
10/23/1996 - 07/18/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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