Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hoffman is a financial advisor with over 40 years of experience in the financial services industry. Michael is registered with Ameritas Advisory Services, LLC and has been providing financial advice to clients in the Folsom, CA area since 2024. Michael is a skilled financial advisor specializing in helping clients with a wide range of financial needs. Michael has extensive experience in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Solicitor fees
1
2
CA
02/01/2024 - Present
Ameritas Advisory Services, LLC (FOLSOM CA)
CA
03/21/2022 - 12/15/2023
CENTAURUS FINANCIAL, INC. (ROSEVILLE CA)
CA
08/19/2021 - 03/04/2022
FARMERS FINANCIAL SOLUTIONS, LLC (FOLSOM CA)
CA
02/23/2011 - 08/18/2021
CENTAURUS FINANCIAL, INC. (GRASS VALLEY CA)
CA
11/06/2008 - 02/11/2011
QA3 FINANCIAL CORP. (ROSEVILLE CA)
CA
06/08/2007 - 10/31/2008
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
03/07/2006 - 05/02/2007
SUNSET FINANCIAL SERVICES, INC. (LOOMIS CA)
IA
07/09/2004 - 03/03/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
03/26/2004 - 07/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/13/2002 - 03/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
02/22/1997 - 12/03/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
03/14/1995 - 01/23/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NY
10/19/1992 - 03/27/1995
MONY SECURITIES CORP. (NEW YORK NY)
MO
10/23/1991 - 10/29/1992
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
03/06/1987 - 11/07/1991
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
09/09/1985 - 11/07/1991
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
05/06/1982 - 08/26/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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