Unclaimed
James Dillon Hohman is a financial advisor with Allegheny Financial Group Ltd. James has been in the industry since 1970 and has been a Registered Representative since 1968. James holds several licenses and designations, including Series 1, Series 40, Series 63, and SIE, as well as being a Certified Financial Planner. James has experience in various financial areas, including portfolio management, financial planning, and investment management. James has been registered with Allegheny Financial Group Ltd since 1991 and has been with Allegheny Investments, LTD. since 1978.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Performance based fees pd to gps of affiliated entities
1
2
PA
02/19/1991 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
PA
05/01/1978 - 01/04/2021
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NA
03/16/1976 - 06/01/1978
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
04/24/1975 - 03/16/1976
INVESTMENT MANAGEMENT & RESEARCH INC
NA
04/20/1970 - 10/29/1975
FINANCIAL SERVICE CORPORATION OF AMERICA
BC
Issued 07/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1978
F04 - Financial Principal Examination
BC
Issued 03/08/1976
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1968
Series 1 - Registered Representative Examination
Active
Inactive
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