Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Hoffman is a financial advisor with Silver Oak Securities, Inc. Erik has been in the industry since 2007 and has experience with a variety of firms. Erik has several industry licenses and certifications including the Series 7, 6, 63, and 65 licenses and the SIE exam. Erik is registered to provide investment advisory services in Kentucky and Texas. Erik specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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2
KY
08/24/2024 - Present
Silver OAK Securities, Inc. (FLORENCE KY)
KY
09/20/2011 - 02/06/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
12/03/2010 - 08/15/2011
SILVER OAK SECURITIES, INCORPORATED (FLORENCE KY)
KY
06/04/2007 - 04/06/2009
CFD INVESTMENTS, INC. (FLORENCE KY)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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