Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Benjamin Hoffman is a financial advisor with over 40 years of experience in the industry. Kenneth has been registered with Hightower Advisors, LLC since 2012 and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc. and E. F. Hutton & Company Inc. Kenneth holds a Series 7, Series 63 and Series 65 licenses. Kenneth specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (New York City NY)
NY
01/06/1995 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/21/1984 - 01/16/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/29/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
04/13/1981 - 02/21/1984
E. F. HUTTON & COMPANY INC
IA
Issued 11/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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