Unclaimed
Brandon Craig Hoff is a financial advisor with Charles Schwab & CO., Inc. Brandon has been in the industry since 2017. He is registered to provide investment advice in Colorado. Brandon has passed the Series 66, Series 63, Series 7 and SIE exams. Brandon is specializing in providing financial planning and investment management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/02/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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