Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Vogel Hoffman is a financial advisor at Integrated Advisors Network LLC. Dennis has been in the industry since 1982. Dennis is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. Dennis has experience working with individual clients, corporations, pension plans, and charitable organizations. Dennis's expertise includes financial planning, portfolio management for businesses and individuals, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/05/2024 - Present
Integrated Advisors Network LLC (DALLAS TX)
CA
01/02/2004 - 12/31/2011
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
WA
12/20/1999 - 12/31/2003
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
AZ
11/16/1998 - 12/23/1999
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/29/1996 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
AZ
03/09/1995 - 08/27/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/06/1994 - 03/01/1995
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
MN
07/19/1982 - 07/08/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 08/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Dennis Hoffman is the right advisor for you? Invested Better is here to help.
