Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Carol Hoffman is a financial advisor at Commonwealth Financial Network. Lisa has been in the industry since 2004 and holds a Series 7 and Series 66 license. Lisa specializes in providing financial planning, portfolio management, and educational seminars. Commonwealth Financial Network is a registered investment advisor that provides a range of financial services to individuals and families. The firm's services include financial planning, investment management, retirement planning, and insurance. Commonwealth Financial Network has a strong commitment to providing its clients with personalized service and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/13/2024 - Present
Commonwealth Financial Network (Mira Loma CA)
CA
01/06/2006 - 12/31/2020
COMMONWEALTH FINANCIAL NETWORK (RIVERSIDE CA)
MN
09/16/2004 - 01/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/16/2004 - 01/05/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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