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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Melby Hoffman is a financial advisor with Milborn Advisors, Ltd., a firm registered with the state of Wisconsin, Illinois, and Minnesota. Mark has over 10 years of experience in the financial services industry. Mark offers a range of financial planning and investment management services to individuals and businesses. Mark is a registered investment advisor representative and holds the Series 7 and Series 66 licenses. Mark also holds the Securities Industry Essentials Examination (SIE). Mark John Melby Hoffman is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Milborn Advisors, ltd always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Milborn Advisors, ltd in connection with such individual's activities outside of Milborn Advisors, ltd.
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.
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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WI
05/14/2018 - Present
Milborn Advisors, Ltd. (MILWAUKEE WI)
WI
09/06/2007 - 05/15/2018
THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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