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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph K. Hofmeister is an Investment Advisor Representative who has been in the financial services industry since 2008. He has worked with several financial institutions, including Investcorp, Inc., Securities America, Inc., and Osaic Wealth, Inc. Joseph is registered with FINRA and the state of Florida and has passed multiple securities exams. He has experience in providing financial planning, portfolio management for businesses and individuals, and other financial services. Joseph is currently working as an Investment Advisor Representative for Osaic Wealth, Inc. He is licensed in Florida and several other states.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SPRING HILL FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SPRING HILL FL)
FL
10/03/2008 - 07/17/2020
INVESTACORP, INC. (SPRINGHILL FL)
NY
08/24/2000 - 03/20/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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