Unclaimed
Laura Hodgson is a registered investment advisor representative with Sargent Investment Group, a firm based in Bethesda, Maryland. Laura has been in the financial services industry since 2017. Laura has experience working with clients from various backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Laura's primary focus is financial planning and portfolio management. Laura holds a Series 66, Series 7 and a SIE license. Laura is also registered to provide investment advisory services in Maryland.
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.
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
MD
06/03/2024 - Present
Sargent Investment Group (BETHESDA MD)
MD
09/24/2021 - 07/07/2023
MORGAN STANLEY (Bethesda MD)
MD
05/19/2020 - 09/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
BOTH
Issued 02/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Laura Hodgson is the right advisor for you? Invested Better is here to help.