Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hoffman is a financial advisor with over 17 years of experience in the financial services industry. Brian currently works with Gladstone Wealth Partners and has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is licensed to provide financial advice in multiple states and holds a Series 66, Series 7, and SIE license. Brian's expertise lies in investment advisory services, retirement planning, financial planning, and general consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
1
2
FL
12/20/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
02/28/2013 - 11/03/2016
PNC INVESTMENTS (CEDAR GROVE NJ)
NY
09/19/2012 - 02/28/2013
SANTANDER SECURITIES LLC (NEW YORK NY)
NY
06/11/2009 - 09/19/2012
LPL FINANCIAL LLC (NEW YORK NY)
NJ
03/27/2008 - 06/02/2009
PNC INVESTMENTS (BERNARDSVILLE NJ)
IL
04/14/2003 - 11/24/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/12/2002 - 04/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Hoffman is the right advisor for you? Invested Better is here to help.
