Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Megan Hoffman is a financial advisor with Ameriprise Financial Services, LLC. Michelle has been working in the financial industry for over 16 years and has a broad range of experience. Michelle holds a Series 6, Series 7, Series 63 and SIE license and is registered in Illinois. Before working with Ameriprise Financial Services, Michelle previously worked with NORTHERN LIGHTS DISTRIBUTORS, LLC and CAPITAL BROKERAGE CORPORATION. Michelle's office is located at 1051 Perimeter Dr Ste 810 in Schaumburg, Illinois.
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.
Asset allocation services
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
IL
05/17/2018 - Present
Ameriprise Financial Services, LLC (Schaumburg IL)
NE
10/05/2015 - 10/07/2016
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
VA
04/20/1995 - 11/01/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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