Unclaimed
Marshall Hoffman is a financial advisor with over 20 years of experience in the industry. He holds the Series 7, Series 50, and Series 63 licenses and the SIE exam. Marshall is registered with Multi-Bank Securities, Inc. in Michigan, Illinois, Maryland, North Carolina, and Texas.
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.
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.
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2
MI
01/03/2001 - Present
Multi-Bank Securities, Inc. (SOUTHFIELD MI)
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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