Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Hoffman is a financial advisor at LPL Financial LLC. Curtis has been in the industry since 1991 and has a strong background in financial planning, portfolio management, and investment advisory services. Curtis is a registered representative with FINRA and is licensed in several states, including Arizona, California, Colorado, Florida, Michigan, Minnesota, Ohio, South Dakota, Texas, Washington, and Wisconsin. Curtis specializes in working with individuals and families, and has experience working with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/14/2018 - Present
LPL Financial LLC (EAGAN MN)
MN
05/07/1998 - 02/14/2018
SII INVESTMENTS, INC. (EAGAN MN)
MN
03/01/1993 - 05/18/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
04/01/1991 - 03/01/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/01/1991 - 03/01/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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