Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Hodges is a financial advisor who has been working in the industry since December 18, 2007. Samuel is currently registered with LPL Financial LLC. Samuel has previously worked at Truist Investment Services, Inc., Raymond James Financial Services, Inc., Cetera Investment Services LLC, and MetLife Securities Inc. Samuel is licensed to sell securities in Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Samuel is also registered as an investment advisor representative (IAR) in Virginia. Samuel is a Series 6, 7, 63, and 65 licensed representative. Samuel holds the SIE exam. Samuel is also a registered principal with LPL Financial LLC. Samuel specializes in providing financial planning, portfolio management for businesses and individuals, and consulting services. Samuel's current affiliation is with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
04/06/2021 - Present
LPL Financial LLC (ROANOKE VA)
VA
07/30/2016 - 04/06/2021
TRUIST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
06/18/2014 - 08/02/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
01/09/2013 - 06/18/2014
CETERA INVESTMENT SERVICES LLC (BEDFORD VA)
VA
12/17/2007 - 01/07/2013
METLIFE SECURITIES INC. (ROANOKE VA)
IA
Issued 12/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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