Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hodge is a financial professional with over 20 years of experience in the financial industry. Timothy has held various roles at firms including Securities America, Inc., Woodbury Financial Services, Inc., and LPL Financial LLC. Timothy is currently registered with Osaic Institutions, Inc. and Osaic Wealth, Inc. Timothy is a Series 7, 6, 9, 10 and 63 licensed professional. Timothy provides financial planning, investment management services, and educational seminars to clients in the areas of individual and business financial planning and portfolio management. Timothy specializes in the needs of charitable organizations, corporations and 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.
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.
Solicitation services for other advisers
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
CT
08/26/2024 - Present
Osaic Institutions, Inc. (MERIDEN CT)
GA
03/09/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/09/2022 - 08/19/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/09/2022 - 03/25/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/09/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/03/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
09/24/2015 - 09/17/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
UT
01/17/2001 - 10/16/2015
GOLDMAN, SACHS & CO. (SALT LAKE CITY UT)
NA
03/24/1993 - 05/03/1993
FRANKLIN DISTRIBUTORS, INC.
NA
05/06/1992 - 06/11/1992
PRUCO SECURITIES CORPORATION
NA
05/06/1992 - 06/11/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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