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 Hoffman is a financial advisor who has been in the industry since 1995. Michael has a wide range of experience, working with Truist Advisory Services, Inc. and previously with Crestar Securities Corporation and Citizens Brokerage Services, Inc. Michael's professional designations include Certified Financial Planner. Michael is a registered representative in 27 states and an Investment Advisor Representative in Texas and Maryland. Michael currently holds the Series 6, 7, 26, and 66 licenses. Michael offers services like financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
06/14/2017 - Present
Truist Advisory Services, Inc. (ROCKVILLE MD)
VA
01/01/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
08/24/1995 - 01/01/1997
CITIZENS BROKERAGE SERVICES, INC.
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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