Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Hoff is a financial advisor in BALTIMORE, MD with over 20 years of experience in the financial services industry. He is currently registered with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, Michael was a financial advisor with Raymond James Financial Services, Inc., and Morgan Stanley. Michael is a Series 3, 6, 7, and 66 licensed professional. He is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Michael specializes in providing guidance on a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
MD
11/01/2017 - Present
Steward Partners Investment Advisory, LLC (BALTIMORE MD)
MD
10/20/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BALTIMORE MD)
MD
06/01/2009 - 10/24/2017
MORGAN STANLEY (BALTIMORE MD)
MD
08/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
MD
02/10/2004 - 08/22/2008
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MA
09/05/2003 - 03/04/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
11/13/2001 - 06/17/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 3/24/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 3/8/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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