Unclaimed
Mark Hodge has been in the financial services industry since 1977. Mark currently is a registered representative with MML Investors Services, LLC and holds active Series 63, Series 6TO, Series 22TO, Series SIE, and Series 1 licenses. Mark provides financial planning services, pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (New Hartford NY)
NY
03/09/1985 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW HARTFORD NY)
NY
03/09/1985 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UTICA NY)
NA
02/15/1977 - 06/11/1984
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/18/1982 - 04/25/1984
PRUCO SECURITIES CORPORATION
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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