Unclaimed
Jeffrey Hodges is a financial advisor with Ameriprise Financial Services, LLC. Hodges has been working in the financial services industry since 2003. The advisor is registered with FINRA and is currently registered as an investment advisor representative in 6 states, including Alabama, Arkansas, Indiana, Texas, Virginia, and Washington. Hodges has experience with a variety of client types, including high-net-worth individuals, corporations, and pension plans. The advisor offers financial planning services, portfolio management, and asset allocation services to clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/07/2016 - Present
Ameriprise Financial Services, LLC (Carmel IN)
IN
09/23/2009 - 12/21/2010
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
MN
11/07/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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