Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Hodge is an investment advisor representative with over 20 years of experience in the financial services industry. Lori is registered with Comprehensive Capital Management, Inc. and Aurora Private Wealth, Inc. and has held prior roles with Financial Network Investment Corporation, Blue Vase Securities, LLC, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Lori has a strong track record of success in 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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
09/20/2010 - Present
Comprehensive Capital Management, Inc. (ROCKAWAY NJ)
PA
10/24/2005 - 09/23/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (MARS PA)
PA
08/30/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
NY
05/06/1999 - 09/13/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/06/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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