Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hoffman is a financial professional with over 8 years of experience in the industry. Matthew is currently registered with Planmember Securities Corp. and has previously been registered with ROYAL ALLIANCE ASSOCIATES, INC.. Matthew has a Series 6, Series 7, and Series 63 license, and is a Registered Investment Advisor in Oregon. Matthew provides a variety of financial services, including financial planning, investment advisory services, and insurance sales.
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.
Provides investment supervisory services
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
OR
03/29/2021 - Present
Planmember Securities Corp. (Bend OR)
OR
06/19/2012 - 11/10/2020
ROYAL ALLIANCE ASSOCIATES, INC. (BEND OR)
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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