Unclaimed
Michael Wayne Hodson is a financial advisor registered with Osaic Wealth, Inc. Michael has been in the industry for over 14 years. Michael has a wide range of experience, having previously worked with Securities America, Inc., MML Investors Services, LLC, Tobin & Company Securities LLC, WealthForge Securities, LLC, and Quest Capital Strategies, Inc. Michael holds the Series 6, 7, 52, 53, 63, 65, 66, 99TO and SIE licenses. Michael is a registered investment advisor in Nebraska and Virginia. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/22/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
VA
02/27/2019 - 03/17/2023
MML INVESTORS SERVICES, LLC (Glen Allen VA)
NC
07/06/2017 - 02/20/2019
TOBIN & COMPANY SECURITIES LLC (CHARLOTTE NC)
VA
06/10/2015 - 06/30/2017
WEALTHFORGE SECURITIES, LLC (RICHMOND VA)
CA
10/22/2013 - 06/19/2014
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
DE
06/04/1997 - 12/31/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
VA
11/22/1996 - 04/07/1997
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NC
12/15/1995 - 10/24/1996
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
MA
10/05/1993 - 04/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/05/1993 - 04/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
12/04/1989 - 03/08/1990
COLEMAN EDWARDS SECURITIES CORPORATION
NA
02/23/1988 - 07/09/1988
DERAND INVESTMENT CORPORATION OF AMERICA
BOTH
Issued 05/21/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/30/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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