Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Udo Hoffmann is a registered investment advisor representative at Fidelity Personal And Workplace Advisors. Peter has been in the securities industry since May 16, 2011. Peter is currently registered to provide investment advice in Colorado and Texas. Fidelity Personal And Workplace Advisors is a large investment firm with over $1 trillion in assets under management. The firm provides a range of financial planning and investment services to individuals, families, businesses and institutions.
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.
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.
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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2
CO
01/13/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CA
04/06/2017 - 07/14/2017
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/21/2012 - 04/20/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/21/2007 - 02/27/2012
EDWARD JONES (SAN DIEGO CA)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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