Unclaimed
Michael Scott Hodson is a financial advisor with Brookstone Wealth Advisors, LLC, a registered investment advisor. Michael has been a financial advisor since 2006, holding licenses in Utah and California. Michael has provided financial advice to individuals and businesses throughout his career. His expertise includes financial planning, portfolio management, selection of other advisors and educational seminars. He has a Series 6, Series 63, and Series 65 licenses.
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.
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.
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
UT
03/09/2023 - Present
Brookstone Wealth Advisors, LLC (Farr West UT)
CA
12/13/2006 - 11/09/2007
PLANMEMBER SECURITIES CORPORATION (SACRAMENTO CA)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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