Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Luke Hodo is a financial advisor registered with PFS Investments Inc., specializing in providing investment advice and portfolio management services to individuals. Phillip has been working in the financial services industry since June 2014 and holds Series 6, Series 26, and Series 63 licenses. Phillip is based in Rochester Hills, Michigan and has been with PFS Investments Inc. since October 2014. Phillip's previous experience includes working with PFS Investments Inc. in Auburn Hills, Michigan, where he served as a financial advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
10/31/2014 - Present
PFS Investments Inc. (ROCHESTER HILLS MI)
MI
05/30/2014 - 10/20/2014
PFS INVESTMENTS INC. (AUBURN HILLS MI)
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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