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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Raymond Hodgeman is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Jeff has been in the industry since October 26, 2010 and is currently registered in Kentucky and Texas. Jeff has passed the Series 66, Series 63, Series 9, Series 10, SIE and Series 7 exams. He is a registered investment advisor representative and has experience in a wide range of financial services, including financial planning, educational seminars, and portfolio management. Jeff has specialized in providing investment advice for individuals, high net worth individuals, corporations and businesses, as well as pension and profit-sharing plans. Jeff is a dedicated professional committed to helping clients achieve their financial goals.
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
KY
03/23/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 02/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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