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Chase Lee Hoffman

John Hancock Distributors LLC

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About Chase Lee Hoffman

Chase Hoffman is a financial professional with experience in the industry since June 17, 2017. Chase is currently registered with John Hancock Distributors LLC. Previously, Chase was registered with Nationwide Investment Services Corporation and Nationwide Securities, LLC. Chase is licensed in Massachusetts. Chase has passed the Series 63, SIE, and Series 6 exams.

Firm Information

Chase Hoffman is currently registered with John Hancock Distributors LLC. John Hancock Distributors LLC is a Limited Liability Company formed on August 1, 2001. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

218

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Chase Hoffman’s Registration & Firm History

MA

08/08/2023 - Present

John Hancock Distributors LLC (BOSTON MA)

OH

07/07/2020 - 08/03/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)

OH

10/09/2019 - 07/09/2020

NATIONWIDE SECURITIES, LLC (Grandview Heights OH)

OH

06/14/2017 - 10/15/2019

NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)

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Licenses & Designations

BC

Issued 08/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Lee Hoffman.
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