Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Louis Hoffer is a financial advisor with Cetera Investment Advisers LLC. Kurt has been in the financial services industry for over 30 years and has experience in providing financial planning, portfolio management, and investment advisory services. Kurt is a registered representative and investment advisor representative with the state of North Carolina and Texas. Kurt's previous firms include Summit Brokerage Services, Inc. and The Investment Center, Inc.
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.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
05/12/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
01/05/2006 - 05/04/2011
THE INVESTMENT CENTER, INC. (CHARLOTTE NC)
MD
11/12/2001 - 01/23/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/10/1999 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
01/01/1996 - 09/17/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
01/01/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MA
12/05/1990 - 01/05/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/05/1990 - 01/05/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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