Unclaimed
Jared Edward Hoffmaster is a financial advisor with Cetera Investment Advisers LLC in Three Rivers, MI. Jared has been in the industry since 2006 and has worked for several other firms including Raymond James Financial Services, Inc., Primevest Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jared is registered with the state of Michigan as an Investment Advisor Representative. Jared is also registered as a Broker with the states of Florida, Indiana, Michigan, Ohio, South Carolina, and Vermont. Jared holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Jared offers a range of financial planning services, including portfolio management, financial planning, pension consulting, and selection of other advisors. Jared is passionate about helping clients reach their financial goals. Jared is also involved in the community, serving as President of the Three Rivers Area Community Foundation and VP of River Country Sports Commission.
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 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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