Unclaimed
James Jeremy Hudson is a financial advisor at LPL Financial LLC. James has been in the financial services industry since 2001. James is registered with FINRA and holds Series 6, 63, and SIE licenses. James previously worked at Ameriprise Financial Services, LLC, LPL Financial LLC, UVEST Financial Services Group, INC. and Securian Financial Services, INC. James has a broad range of experience in the financial services industry and is committed to providing clients with personalized advice and solutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
04/05/2023 - Present
LPL Financial LLC (FORT MILL SC)
MN
02/08/2021 - 12/31/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
SC
04/24/2012 - 07/14/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
02/20/2004 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
07/20/2001 - 03/26/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 09/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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