Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Hofmeister is a financial professional registered with Stifel, Nicolaus & Company, Inc. Jay is a licensed representative and has experience in the financial services industry. Jay is also a registered representative with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7TO), Investment Banking Registered Representative Examination (Series 79TO), and the Uniform Securities Agent State Law Examination (Series 63).
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.
1
2
CT
01/09/2023 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
PA
07/30/2020 - 12/05/2022
FALLS BRIDGE SECURITIES, LLC (Bala Cynwyd PA)
BC
Issued 04/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jay Hofmeister is the right advisor for you? Invested Better is here to help.
