Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hodgkiss is an experienced investment advisor with over 30 years of experience in the financial services industry. Robert's career started at F.N. Wolf & Co., Inc. in 1991 and has continued through various firms including John Hancock Distributors, Inc., Jefferson-Pilot Investor Services, Inc. and NYLife Securities LLC. Robert currently works for Eagle Strategies LLC and is registered with the Securities and Exchange Commission (SEC) and various state regulatory authorities. Robert specializes in advising high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
GA
02/24/2012 - Present
Eagle Strategies LLC (ALPHARETTA GA)
MA
05/10/1996 - 06/19/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/10/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
03/27/1996 - 04/03/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
04/04/1991 - 04/20/1994
F.N. WOLF & CO., INC.
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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