Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Lars Hodge is a financial advisor with LPL Financial LLC. Stephan has been in the industry since November 2005 and holds licenses to provide financial advice in both Indiana and California. Stephan has worked with several firms over his career including Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. Stephan's experience spans several areas including portfolio management for both individuals and businesses, financial planning, and pension consulting.
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
CA
12/02/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IN
01/26/2010 - 12/13/2022
MML INVESTORS SERVICES, LLC (Indianapolis IN)
IN
01/22/2007 - 01/11/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
BC
Issued 01/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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