Unclaimed
Nichol Hoff is a financial professional with over 20 years of experience in the industry. Nichol has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. Nichol holds a Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant (ChFC). In her role at Madison Avenue Securities, Nichol provides wealth management and investment advisory services to a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. In addition to her work at Madison Avenue Securities, Nichol also has experience in the healthcare and fitness industries, and is a board member of the Dennis Township Board of Education. Nichol is committed to serving her community, and is passionate about helping others achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/21/2024 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
NJ
04/19/2018 - 05/07/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cape May Courthouse NJ)
NJ
03/09/2015 - 04/18/2018
CETERA INVESTMENT SERVICES LLC (CAPE MAY COURT HOUSE NJ)
NJ
11/06/2003 - 03/10/2015
INVEST FINANCIAL CORPORATION (RIO GRANDE NJ)
IN
09/10/2001 - 11/30/2001
CONSECO SECURITIES, INC. (CARMEL IN)
NC
02/25/1998 - 09/10/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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