Unclaimed
Paige Hoffman is a registered representative with LPL Financial LLC. Paige has been in the financial industry for more than six years and has experience working with insurance carriers and other financial firms. Paige holds Series 7 and Series 66 licenses and holds registrations in Minnesota and Wisconsin. Paige has been registered with LPL Financial LLC since July of 2021.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (LAKE ELMO MN)
MN
10/14/2019 - 07/21/2021
WADDELL & REED (LAKE ELMO MN)
MN
07/18/2017 - 05/22/2019
KESTRA INVESTMENT SERVICES, LLC (St. Paul MN)
BOTH
Issued 11/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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