Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hoffman is a financial professional with over a decade of experience in the industry. Jonathan's primary affiliation is with Good Life Advisors, LLC. Prior to this, Jonathan held positions at Equity Services, Inc., ProEquities, Inc., and Bankers Life and Casualty. Jonathan has a wide range of experience and expertise, including securities and investment advisory services. Jonathan is licensed in several states, including Florida, Michigan, North Carolina, South Carolina, South Dakota, Texas, Virginia, and Washington. He has a strong understanding of financial markets and investment strategies and is committed to providing clients with personalized guidance and support. Jonathan also holds the Series 7 and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
07/25/2018 - Present
Good Life Advisors, LLC (READING PA)
NC
10/23/2015 - 03/28/2016
EQUITY SERVICES, INC. (CHARLOTTE NC)
NC
08/12/2011 - 10/28/2015
PROEQUITIES, INC. (CHARLOTTE NC)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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