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Carmen H

Series 63, Series 65

Kissimmee, FL

Meridian Wealth Management, LLC

Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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