Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hoffman is a financial advisor with Lincoln Financial Distributors, Inc., working from the Fort Wayne, IN office. Patrick has been in the industry since February 19, 1997, and is registered in Pennsylvania. Patrick has experience in providing financial advice and investment products with Lincoln Financial Advisors Corporation, Equitable Advisors, LLC, Truist Investment Services, Inc., Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Managers Distributors, Inc., and New England Securities. Patrick is also licensed to sell securities and investment advisory services in Pennsylvania, and has passed the Series 6, 7, and 63 exams, along with the SIE and Series 65 exams.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
10/03/2023 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
03/22/2023 - 07/24/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
PA
07/14/2021 - 04/05/2023
TRUIST INVESTMENT SERVICES, INC. (WEST CHESTER PA)
PA
11/13/2019 - 07/16/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/04/2018 - 10/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)
CT
12/01/2005 - 04/11/2018
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
06/28/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
12/18/2001 - 06/06/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
NY
06/12/1997 - 07/26/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/30/1995 - 06/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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