Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Alfred Hoffman is a financial advisor at Stifel, Nicolaus & Company, Inc.. Luke is a CERTIFIED FINANCIAL PLANNER™ professional. Luke has been in the industry since 2019 and is registered with FINRA as well as the state of Pennsylvania. Luke holds the Series 7TO, SIE, and Series 66 licenses. Luke has experience with AVANTAX INVESTMENT SERVICES, INC., and has a strong client base in Pennsylvania. Luke is a member of the Board of Directors for several non-profit organizations. Luke's focus is on providing financial planning and investment advice to individuals and businesses.
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.
1
2
PA
09/12/2022 - Present
Stifel, Nicolaus & Company, Inc. (ST. MARY'S PA)
PA
09/18/2019 - 09/14/2022
AVANTAX INVESTMENT SERVICES, INC. (ST MARYS PA)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Luke Hoffman is the right advisor for you? Invested Better is here to help.
