Unclaimed
John Djung Hoffman is a financial advisor registered with Truist Advisory Services, Inc. in Florida. John has over 20 years of experience in the financial services industry, having worked for several other firms before joining Truist. John's experience and qualifications include holding the Series 6, 7, and 66 licenses. John has a strong track record of providing financial advice to individuals, families, and businesses. John specializes in helping clients with a wide range of financial needs, including investment management, financial planning, and retirement planning. John's clients appreciate his personalized approach to financial advising and his ability to explain complex financial concepts in a clear and concise manner. John is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
MD
06/02/2009 - 07/12/2013
PNC INVESTMENTS (MOUNT AIRY MD)
MD
11/03/2008 - 12/01/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (BETHESDA MD)
MD
04/18/2005 - 10/20/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)
SC
11/19/2003 - 03/07/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DC
12/17/2001 - 11/19/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
MD
04/26/1999 - 08/27/2001
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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