Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hoffman is an investment advisor representative with Nicholas Hoffman & Company, LLC. Nicholas has been in the industry since 1986 and has a strong background in financial planning, portfolio management, and pension consulting. Nicholas was previously registered with Balentine & Company and Cigna Securities, Inc. Nicholas has a strong track record of success in helping clients 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.
A percentage of the total value of assets under management is charged.
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GA
02/27/2023 - Present
Nicholas Hoffman & Company, LLC (ATLANTA GA)
GA
01/02/2002 - 10/22/2003
BALENTINE & COMPANY (ATLANTA GA)
GA
02/10/1992 - 12/31/2001
BALENTINE & COMPANY (ATLANTA GA)
PA
08/21/1986 - 02/06/1992
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 10/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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