Unclaimed
Andrew Karl Hoff is a financial advisor registered with Commonwealth Financial Network. Andrew has been in the industry since May 21, 1989, and holds the following licenses: Series 6, 7, 24, 51 and 63. Andrew's firm, Commonwealth Financial Network, is a registered investment advisor headquartered in Waltham, MA. The firm manages a total of $177 billion in assets and has over 2,500 registered representatives. Andrew's practice focuses on providing financial planning, portfolio management and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
1
2
PA
06/15/2010 - Present
Commonwealth Financial Network (ROYERSFORD PA)
DE
11/19/1992 - 10/08/2003
HEATHER AGENCY, INC. (NEWARK DE)
CA
01/02/1992 - 01/22/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
PA
05/22/1989 - 01/02/1992
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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