Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hoffmeyer is an investment advisor representative who has been in the securities industry since December 1996. Joseph is currently registered with U.S. Bancorp Investments, Inc. and has been with them since May 2020. Joseph has worked with several other firms over the years including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Packerland Brokerage Services, Inc. Joseph has specialized in investment management, financial planning, and publication of periodicals. Joseph is registered with the state of Missouri and has a Series 66 license. Joseph’s prior registrations have been with the state of Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
05/19/2020 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MO
12/06/2012 - 05/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
02/13/2012 - 10/02/2012
PACKERLAND BROKERAGE SERVICES, INC. (ST LOUIS MO)
WI
01/23/2009 - 03/15/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENBAY WI)
MO
08/01/2005 - 11/24/2008
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
NY
01/01/2004 - 06/21/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
11/01/2000 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
07/17/1998 - 08/30/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
RI
05/29/1997 - 03/18/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IL
03/21/1994 - 09/15/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
11/19/1990 - 05/12/1992
VALLEY SECURITIES, INC. (APPLETON WI)
NA
02/27/1989 - 10/03/1989
COZAD INVESTMENT SERVICES, INC.
NA
09/24/1987 - 03/29/1988
NORTHERN TRUST BROKERAGE, INC.
BOTH
Issued 04/12/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/06/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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