Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Marcus Hoff is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the securities industry since July 10, 2013 and has worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony is registered with the state of Texas as an investment advisor representative. Anthony is also a committee member of the First Methodist Church of Houston. Anthony holds the Series 7, Series 66, and SIE securities licenses. Anthony has over 7 years of experience in the financial services industry. Anthony's specializations include investment strategies for individuals, businesses, insurance companies, and charitable organizations. Anthony has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/02/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
07/11/2013 - 07/13/2015
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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