Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Hodson is a financial advisor with over 40 years of experience in the industry. John has been with Wells Fargo Clearing Services, LLC since 2007 and has held multiple licenses and registrations throughout their career. John holds Series 3, 7, and 63 securities licenses as well as Series 65 Investment Advisor license. Prior to their current role, John was registered with CITIGROUP GLOBAL MARKETS INC. from 1983 to 2007. John has a broad range of experience and expertise, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. John is registered to provide services to clients in multiple states across the country.
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.
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.
Investment consulting services to institutional clients
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
08/29/2007 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
SC
03/23/1983 - 08/31/2007
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
IA
Issued 08/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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