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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Hoffman is an Investment Advisor Representative with Orion Portfolio Solutions, LLC. John Michael Hoffman has been working in the financial services industry since June 2018 and has passed the Uniform Investment Adviser Law Examination. John Michael Hoffman has specializations in portfolio management for businesses, individuals, and pooled investment vehicles. John Michael Hoffman is registered with the state of Pennsylvania. Orion Portfolio Solutions, LLC is a registered investment advisor with over $10 billion to $50 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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 management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
01/24/2023 - Present
Orion Portfolio Solutions, LLC (BERWYN PA)
IA
Issued 12/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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