Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Hoffman is an investment advisor representative, with experience in the financial services industry since 2005. Jillian is currently registered with &partners, and has previously been affiliated with Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, Inc., Riversource Distributors, Inc., Intersecurities, Inc., and IDS Life Insurance Company. Jillian is licensed to offer investment advice in the areas of retirement planning, college savings, estate planning, and insurance. Jillian is also a licensed futures managed funds professional, and she is qualified to offer investment advice to individuals, families, and businesses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MN
01/12/2024 - Present
&partners (MOUNDS VIEW MN)
MN
05/13/2014 - 01/19/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
05/21/2010 - 05/06/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/02/2008 - 05/19/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/11/2007 - 04/28/2008
INTERSECURITIES, INC. (ST. PAUL MN)
MN
08/15/2005 - 03/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
08/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jillian Hoffman is the right advisor for you? Invested Better is here to help.
