Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hoffnagle is a financial advisor currently registered with TIAA-CREF Individual & Institutional Services, LLC. Philip's professional experience began in the financial industry on April 23, 2012. In addition to TIAA-CREF, Philip has worked with several other firms, including J.P. Morgan Securities LLC, National Planning Corporation, and LPL Financial LLC. Philip holds licenses in both the Broker-Dealer and Investment Advisor areas of the financial services industry. Philip has also passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. Philip has also passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Philip is registered in 51 states in the United States, and is also registered as an Investment Advisor in New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
09/11/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
05/13/2016 - 08/11/2023
J.P. MORGAN SECURITIES LLC (LARCHMONT NY)
NY
11/05/2015 - 04/12/2016
NATIONAL PLANNING CORPORATION (RED HOOK NY)
NY
02/24/2012 - 11/16/2015
LPL FINANCIAL LLC (HYDE PARK NY)
BOTH
Issued 06/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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