Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hofmann is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the industry since 2004. Paul holds the Series 63, Series 65, Series 7, and SIE licenses. Paul has a strong background in both investment advisory and brokerage services. Previously, Paul worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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
MD
11/10/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
11/17/2010 - 04/08/2021
UBS FINANCIAL SERVICES INC. (Hunt Valley MD)
MD
10/23/2009 - 11/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
05/25/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
NY
07/14/2004 - 05/25/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 09/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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