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Matthew John Hoffman

Allstate Financial Services, LLC

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About Matthew John Hoffman

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.

Firm Information

Matthew Hoffman is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Matthew Hoffman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Hoffman.
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