Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marybeth? Claim Your ProfileMarybeth Hofmeister is a financial advisor with over 25 years of experience in the industry. Marybeth has been a registered representative with Cadaret, Grant & CO., Inc. since 2016. Previously, Marybeth was a registered representative with Principal Securities, Inc. and Prime Capital Services, Inc. Marybeth is a Certified Financial Planner and holds Series 6, 7, 24, and 63 licenses. Marybeth is a member of the Notre Dame Club of Northeastern NY, and is a 50% owner of Shipp Financial Services, Inc., an insurance agency. Marybeth also has experience in insurance sales, offering life, disability, long-term care and fixed annuity products. Marybeth is registered with the state of New York to offer investment advisory services.
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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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Latham NY)
NY
12/13/2001 - 09/21/2016
PRINCIPAL SECURITIES, INC. (ALBANY NY)
NY
11/29/1999 - 12/10/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
WI
07/08/1997 - 01/21/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/08/1997 - 12/31/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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