Unclaimed
Matthew John Hoffman is a financial professional with over 16 years of experience in the financial services industry. Matthew is currently registered with Allstate Financial Services, LLC and is licensed to offer securities and investment advice in Florida, Maryland, North Carolina, Pennsylvania, Virginia, and Wisconsin. Matthew has a strong track record of success in helping clients achieve their financial goals. His areas of expertise include retirement planning, investment management, and insurance. Prior to joining Allstate Financial Services, LLC Matthew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and NYLIFE Securities LLC.
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.
1
2
PA
09/17/2012 - Present
Allstate Financial Services, LLC (HARRISBURG PA)
PA
12/15/2010 - 09/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
PA
11/29/2005 - 10/30/2007
NYLIFE SECURITIES LLC (HARRISBURG PA)
BOTH
Issued 01/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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