Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Samuel Hoffert is a financial advisor who has been in the industry since 2005. Christopher is currently employed by Stifel, Nicolaus & Company, Inc. and is registered to provide investment advisory services in 13 states including Pennsylvania, Maryland, Virginia, and New York. Christopher is also a registered representative of Stifel, Nicolaus & Company, Inc. Prior to joining Stifel, Nicolaus & Company, Inc. Christopher worked at PNC Capital Markets LLC, Wachovia Capital Markets, LLC, A. G. Edwards & Sons, Inc., and Legg Mason Wood Walker, Incorporated. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles.
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
03/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (PHILADELPHIA PA)
PA
05/08/2008 - 03/21/2017
PNC CAPITAL MARKETS LLC (LANCASTER PA)
PA
11/26/2007 - 04/16/2008
WACHOVIA CAPITAL MARKETS, LLC (PHILADELPHIA PA)
MO
10/27/2005 - 11/26/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MD
09/15/2005 - 10/07/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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