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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Hoff has been in the financial services industry since July 17, 1984. David is currently registered with First Heartland Consultants, Inc. in Florida, Missouri and Texas. David has also worked for Centerre Capital LLC, Protective Equity Services, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., Titan Capital Corporation, FSC Securities Corporation and CNA Investor Services, Inc.. David holds a Series 65 license as well as Series 7, 24, 27, 52TO, 53, 99TO, and SIE licenses. David is a Chartered Financial Consultant. David's office is located at 4101 Lake St. Louis Blvd., Lake St. Louis, Missouri 63367.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/01/1996 - Present
First Heartland Consultants, Inc. (LAKE ST. LOUIS MO)
MO
01/08/2009 - 04/28/2017
CENTERRE CAPITAL LLC (LAKE ST LOUIS MO)
AL
01/07/1992 - 09/02/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
MA
07/26/1990 - 12/31/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
06/01/1990 - 08/02/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
05/24/1984 - 07/15/1988
TITAN CAPITAL CORPORATION (IRVINE CA)
NA
03/03/1983 - 06/07/1984
FSC SECURITIES CORPORATION
NA
08/26/1982 - 03/01/1983
CNA INVESTOR SERVICES, INC.
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/19/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/09/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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