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Joshua Hodge

Fifth Third Securities, Inc.

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About Joshua Hodge

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.

Firm Information

Joshua Hodge is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

201 N. TRYON STREET

CHARLOTTE, NC 28202

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Hodge’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Hodge.
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