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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Michael Hoffman is a financial advisor with over 10 years of experience in the financial services industry. Joshua currently works at Fidelity Personal and Workplace Advisors, where he helps clients with their financial planning needs. He has previously worked at Morgan Stanley and Fidelity Brokerage Services LLC. Joshua holds a Series 63, 66 and 7 licenses, and is a Certified Financial Planner. Joshua is registered to provide investment advice in all 50 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.
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 5/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 7/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 6/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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