Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hoffman is an Investment Advisor Representative with Missionsquare Retirement. Jacob is registered with the state of Missouri and Kansas and holds a Series 65 license. Jacob has been in the financial services industry since July of 2023. Jacob is affiliated with Missionsquare Retirement, a firm with offices in Washington, DC and Smithville, MO. Jacob has been in the industry since July 2023, has a total of 1 state exams, and has 2 approved state registrations.
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.
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.
A percentage of the total value of assets under management is charged.
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DC
08/07/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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