Unclaimed
Fredric Hoffman is a registered representative with Fifth Third Securities, Inc. with over 20 years of experience in the financial services industry. Fredric has held various positions at other firms in the past, including Securities America, Inc., Ameriprise Financial Services, Inc., Wachovia Securities, LLC, Chase Investment Services Corp., BANC One Securities Corporation, First Chicago NBD Investment Services, Inc. and Dean Witter Reynolds Inc. Fredric is licensed in 19 states, with a focus on portfolio management for individuals and businesses. Fredric's experience and expertise may be valuable for clients seeking financial planning and investment advisory services.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/24/2009 - Present
Fifth Third Securities, Inc. (NILES IL)
IL
10/07/2008 - 03/20/2009
SECURITIES AMERICA, INC. (CHICAGO IL)
IL
09/12/2008 - 02/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
04/07/2006 - 09/15/2008
WACHOVIA SECURITIES, LLC (CHICAGO IL)
IL
07/06/2005 - 04/11/2006
CHASE INVESTMENT SERVICES CORP. (PARK RIDGE IL)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/24/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
09/18/1996 - 10/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 9/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 8/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Fredric Hoffman is the right advisor for you? Invested Better is here to help.