Unclaimed
Jennifer Richards Hodson is a financial advisor with Commonwealth Financial Network. Jennifer has been in the financial services industry since 1992. Jennifer is registered with FINRA and has a Series 7, Series 6, and Series 63 license. Jennifer also holds the SIE certification and is a Certified Financial Planner. Jennifer is dedicated to providing her clients with comprehensive financial planning and investment management services. Jennifer's primary focus is on 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.
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.
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
PA
10/01/2019 - Present
Commonwealth Financial Network (West Chester PA)
PA
07/18/2012 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
MO
10/01/2000 - 05/28/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
07/09/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
11/20/1992 - 09/26/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/1992 - 09/26/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
08/17/1992 - 11/03/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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