Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hoffman is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Joshua is a Certified Financial Planner and has been in the industry since September 6, 2015. Joshua is registered in 52 states and the District of Columbia. The firm specializes in providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
FL
06/16/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/11/2016 - 06/27/2017
MORGAN STANLEY (THE VILLAGES FL)
FL
09/14/2011 - 05/26/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 05/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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