Unclaimed
Michael Robert Hoff is an investment advisor representative with Steward Partners Investment Advisory, LLC. Michael has been in the securities industry since January 30, 2002. Michael is registered with the state of Maryland and Louisiana and has been with Steward Partners since October 2017. Michael has a wide range of experience in the industry having worked for several firms including Raymond James Financial Services, Inc., Morgan Stanley, and UBS Financial Services Inc.. Michael is also the owner of SMH Capital Group, a support company.
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.
1
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 03/24/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/2004
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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