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Howard Hoffer

David Lerner Associates, Inc.

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About Howard Hoffer

Howard Hoffer is a securities professional with over 35 years of experience in the industry. Howard has been registered with David Lerner Associates, Inc. since February 1987 and is currently licensed in 22 states. Prior to joining David Lerner Associates, Inc., Howard was associated with FIRST LONG ISLAND SECURITIES INC. for a little over a year. Howard holds Series 7, Series 63 and SIE licenses and is committed to providing clients with professional and personalized financial guidance.

Firm Information

Howard Hoffer is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Howard Hoffer’s Registration & Firm History

NJ

02/27/1987 - Present

David Lerner Associates, Inc. (LAWRENCEVILLE NJ)

NA

08/20/1985 - 09/29/1986

FIRST LONG ISLAND SECURITIES INC.

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Licenses & Designations

BC

Issued 09/17/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Howard Hoffer. Review regulatory record here.
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