Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorissa? Claim Your ProfileLorissa Hoff, is an investment advisor representative at Cetera Investment Advisers LLC based in Latham, NY. Lorissa has been in the industry since September 2018 and has been actively registered with Cetera Investment Advisers LLC since June 2019. Prior to joining Cetera Investment Advisers LLC, Lorissa was registered with Foresters Financial Services, Inc. in Latham, NY. Lorissa is licensed and registered in several states, including New York, Virginia, and others. She holds several industry licenses, including Series 6, Series 7TO, Series 63, and Series 65. Lorissa specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, 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.
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.
1
2
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 05/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lorissa Hoff is the right advisor for you? Invested Better is here to help.
