Unclaimed
Joshua Hodge is a financial professional with over 10 years of experience in the financial services industry. Joshua is a registered representative with Fifth Third Securities, Inc. Joshua is a Series 66, Series 7, Series 9, Series 10 and Series 24 licensed professional. Joshua previously worked at Charles Schwab & Co., Inc. and PNC Investments. Joshua is currently registered in Connecticut, District of Columbia, Georgia, Massachusetts, North Carolina, and Pennsylvania. Joshua specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/18/2019 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
05/25/2017 - 07/24/2019
CHARLES SCHWAB & CO., INC. (Huntersville NC)
NC
02/06/2009 - 05/18/2017
PNC INVESTMENTS (CHARLOTTE NC)
BOTH
Issued 4/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/7/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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