Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Gabriel Hodes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Noah Hodes has been in the financial services industry since 2020, with prior experience at Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Noah Hodes is registered in Texas. Noah Hodes specializes in providing portfolio management, pension consulting, educational seminars, and selection of other advisers. Noah Hodes holds the Series 7TO, Series 66, and SIE 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
06/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
09/27/2021 - 06/08/2023
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
TX
09/07/2020 - 06/04/2021
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 03/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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