Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Liam Hoffman is a financial professional with over a decade of experience in the financial services industry. Jonathan has been registered with MML Investors Services, LLC since June 2021, and previously worked with Princor Financial Services Corporation. Jonathan is a Series 6 and Series 63 licensed professional and holds the SIE designation. Jonathan specializes in providing financial planning, investment advisory, and asset allocation services to individuals, families, and businesses. Jonathan is also a partner at Orchard Development, a custom home design and building company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (AMHERST NY)
NY
09/13/2010 - 01/23/2012
PRINCOR FINANCIAL SERVICES CORPORATION (AMHERST NY)
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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