Unclaimed
Jared Edward Hoffmaster is a financial advisor who has been in the industry since 2006. Jared is currently registered with Cetera Investment Advisers LLC in Michigan and has been with the firm since 2014. Previously, Jared was employed by Raymond James Financial Services, Inc., Primevest Financial Services, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jared holds Series 7 and Series 66 licenses and has expertise in various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. Jared is a relationship manager with Century Bank and Trust and also holds leadership roles in River Country Sports Commission and Three Rivers Area Community Foundation.
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.
A percentage of the total value of assets under management is charged.
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2
MI
01/21/2014 - Present
Cetera Investment Advisers LLC (THREE RIVERS MI)
MI
02/11/2008 - 05/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (THREE RIVERS MI)
MI
01/10/2006 - 02/11/2008
PRIMEVEST FINANCIAL SERVICES, INC. (THREE RIVERS MI)
MN
04/25/2005 - 01/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/25/2005 - 01/05/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 5/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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