Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Hodgson is a financial advisor who has been working in the industry since November 7, 2016. Samuel Hodgson has a Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Samuel Hodgson is currently registered with both Rockefeller Financial LLC and Rockefeller Capital Management. Samuel Hodgson has previously been registered with First Republic Securities Company, LLC, Natixis Distribution, L.P., and Eaton Vance Distributors, Inc. Samuel Hodgson is active in the securities and advisory industries in all states, and provides a wide variety of financial services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
NY
04/19/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
07/15/2019 - 05/16/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
MA
06/26/2017 - 07/09/2019
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
10/31/2016 - 06/22/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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