Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janis? Claim Your ProfileJanis Jean Hofsass has been an active advisor in the financial industry since 1983. Janis is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Previously, Janis worked for National Planning Corporation, Intersecurities, Inc., Crestar Securities Corporation, Citizens Brokerage Services, Inc., New England Securities Corporation, and Foster & Co. Equities, Inc. Janis holds a Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, and Series 65 licenses. Janis has been recognized for their expertise and specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
10/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lutherville MD)
MD
12/03/1999 - 10/18/2017
NATIONAL PLANNING CORPORATION (LUTHERVILLE MD)
FL
04/04/1997 - 12/16/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
VA
01/01/1997 - 03/31/1997
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
03/30/1992 - 01/01/1997
CITIZENS BROKERAGE SERVICES, INC.
NY
11/18/1982 - 12/21/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
01/02/1981 - 11/10/1982
FOSTER & CO. EQUITIES, INC.
IA
Issued 10/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/18/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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