Unclaimed
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.
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.
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.
1
2
NJ
02/27/1987 - Present
David Lerner Associates, Inc. (LAWRENCEVILLE NJ)
NA
08/20/1985 - 09/29/1986
FIRST LONG ISLAND SECURITIES INC.
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
Active
Inactive
F
FINRA
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