Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel Almond Hodgkinson is a financial professional with over 16 years of experience in the industry. Raquel is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice and securities transactions in Idaho. Previously, Raquel has held positions at Securities America, Inc., Cetera Advisors LLC, and The O.N. Equity Sales Company. Raquel holds Series 6 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Raquel has a history of serving clients in the Pocatello area and specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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.
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2
ID
06/14/2024 - Present
Osaic Wealth, Inc. (POCATELLO ID)
ID
08/08/2022 - 06/14/2024
SECURITIES AMERICA, INC. (POCATELLO ID)
ID
12/06/2013 - 08/09/2022
CETERA ADVISORS LLC (BOISE ID)
ID
04/06/2010 - 12/09/2013
THE O.N. EQUITY SALES COMPANY (POCATELLO ID)
ID
05/17/2007 - 04/07/2010
SECURITIES AMERICA, INC. (POCATELLO ID)
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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