Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hodgson is a financial advisor with Fidelity Personal and Workplace Advisors. He has been in the financial industry since August 9, 1992. Jeffrey holds a variety of licenses and certifications, including Series 7, 63, 65, 24, 9 and 10. Jeffrey has experience in various financial services areas, such as portfolio management for individuals and businesses, financial planning, and educational seminars. Jeffrey works with clients in a number of states, including, but not limited to, Alabama, California, Connecticut, Florida, Georgia, Iowa, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin.
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
SC
06/05/2021 - Present
Fidelity Personal AND Workplace Advisors (GREER SC)
GA
08/11/2005 - 02/08/2012
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
MA
08/05/2003 - 08/09/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MI
10/11/1992 - 08/08/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
07/13/1992 - 10/02/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/1992 - 10/02/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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