Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry L Hoffman is a financial advisor with over 30 years of experience in the financial services industry. Kerry currently works with Kestra Investment Services LLC and Kestra Advisory Services, LLC. Kerry is a registered representative in 26 states and a registered investment advisor in Florida. Kerry has experience working with high-net-worth individuals, corporations, and other businesses, insurance companies, pension and profit-sharing plans, and charitable organizations. Kerry specializes in financial planning, portfolio management, and selection of other advisors.
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.
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
10/01/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
10/30/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
05/02/2012 - 11/13/2020
MORGAN STANLEY (BOCA RATON FL)
FL
06/25/2003 - 05/04/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (WELLINGTON FL)
FL
12/17/2001 - 06/24/2003
HIGH MARK SECURITIES, INC. (LAKELAND FL)
NY
11/07/1997 - 11/27/2001
PRIME CHARTER LTD. (NEW YORK NY)
NY
04/08/1996 - 12/03/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
03/25/1994 - 04/11/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
04/13/1992 - 03/31/1994
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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