Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Stuart Hoffman is a financial advisor registered with Ameriprise Financial Services, LLC. He is based in Houston, Texas. Craig has been in the financial services industry since 1985 and has held previous registrations with Ameriprise Advisor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig offers a wide range of financial planning services including asset allocation, portfolio management, pension consulting and educational seminars.
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.
Asset allocation 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.
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2
TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
06/10/1987 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (HOUSTON TX)
NA
09/24/1985 - 05/16/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/04/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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