Unclaimed
F Jeffrey Hahofer is a financial advisor registered with LPL Financial LLC and has been in the industry since October 1997. F Jeffrey Hahofer has experience in financial planning, pension consulting and portfolio management. F Jeffrey Hahofer is also registered as an investment advisor representative in New Jersey, New York and Texas. F Jeffrey Hahofer is based in Nanuet, New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/22/2015 - Present
LPL Financial LLC (NANUET NY)
NY
04/28/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (CONGERS NY)
NY
02/24/2003 - 03/04/2008
IFMG SECURITIES, INC. (NANUET NY)
NY
10/23/1997 - 02/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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