Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hoffman is a financial professional with over 15 years of experience in the industry. Edward is currently registered with Sanders Morris LLC, and has previously worked with other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Edward is a licensed investment advisor representative (IAR) in the state of Texas. Edward specializes in financial planning, portfolio management, and investment advisory services. Edward has a strong track record of success in helping 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.
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.
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2
TX
03/25/2020 - Present
Sanders Morris LLC (Dallas TX)
TX
05/12/2017 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/27/2015 - 02/17/2017
MORGAN STANLEY (DALLAS TX)
NY
11/01/2005 - 11/28/2007
NOLLENBERGER CAPITAL PARTNERS INC. (NEW YORK NY)
CA
04/25/2005 - 08/18/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NY
04/07/2000 - 04/15/2005
MONNESS CRESPI HARDT & CO., INC. (NEW YORK NY)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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