Unclaimed
Denise Hoffmann is a financial advisor at Steward Partners Investment Advisory, LLC. Denise has been in the financial services industry since 2007 and has a Series 7, Series 66 and SIE licenses. Denise is registered to provide investment advice in 22 states. She offers a variety of services to individuals and businesses, including financial planning, portfolio management, and selection of other advisors. Denise is committed to helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
08/17/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
03/20/2007 - 08/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 11/5/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Hoffmann is the right advisor for you? Invested Better is here to help.