Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marie Hoff is an Investment Advisor Representative at Aegis Wealth, based in Bethesda, Maryland. Jean has been with Aegis Wealth since October 2006. Jean holds a Series 65 license, obtained in November 2007. Jean specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Jean provides portfolio monitoring and consulting services.
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.
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.
Portfolio monitoring & consulting
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.
% of assets under consultation
1
2
MD
02/02/2024 - Present
Aegis Wealth (BETHESDA MD)
IA
Issued 11/27/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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