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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorissa? Claim Your ProfileLorissa Marie Hoff is a registered investment advisor representative with Cetera Investment Advisers LLC. Lorissa has been in the financial services industry for over five years. Lorissa has passed the Series 7TO, Series 63, Series 6, and Series 65 exams. Lorissa is currently registered with the states of California, Colorado, Connecticut, Florida, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, and Washington. Lorissa is also registered with FINRA and the state of Virginia as an Investment Advisor Representative. Lorissa has worked for Foresters Financial Services, Inc. in the past. Lorissa is currently employed by Cetera Investment Advisers LLC. Lorissa provides financial planning, pension consulting, and portfolio management for individuals and businesses. Lorissa also provides educational seminars to clients. Lorissa's main office is located at 43 BRITISH AMERICAN BOULVARD, 1ST FLOOR, LATHAM, NY 12110.
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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NY
05/21/2020 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
09/24/2018 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 5/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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