Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Hoeflich is a Registered Representative and Investment Advisor Representative with Independent Solutions Wealth Management, LLC. Michael Patrick Hoeflich has been in the financial services industry since 2012. Michael Patrick Hoeflich has passed the Series 66, Series 7 and SIE exams. Michael Patrick Hoeflich works in the Williamsville, NY office of Independent Solutions Wealth Management, LLC and has been with the firm since 2015. Michael Patrick Hoeflich has also been registered with Next Financial Group, Inc. in the past. Michael Patrick Hoeflich specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations and charitable organizations. Michael Patrick Hoeflich is also a 1% owner of Independent Solutions Wealth Management, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
09/10/2015 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
07/10/2012 - 09/02/2015
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
BOTH
Issued 07/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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