Unclaimed
Natalie Hodak is a financial advisor with Commonwealth Financial Network. Natalie has been in the industry since 2006. Natalie is registered in several states and has earned several professional licenses and certifications, including the Series 7, 66, and 24. Natalie is also a yoga instructor and has been involved in other businesses. Natalie’s previous experience includes working with Securian Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Natalie currently works at Commonwealth Financial Network in the Horsham, PA office.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2019 - Present
Commonwealth Financial Network (Horsham PA)
PA
10/13/2008 - 10/08/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
NJ
01/16/2007 - 09/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
07/28/2006 - 10/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (YARDLEY PA)
BOTH
Issued 08/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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