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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Loren Hofmeister is a financial advisor at Fidelity Personal And Workplace Advisors. Philip has been working in the financial services industry since 1998. Philip is registered with FINRA and the state of New York as a Registered Representative and Investment Advisor Representative. Philip has Series 6, 7, 9, 10, 63, and 66 licenses. Philip is also registered as an Investment Advisor Representative in Texas. Philip provides financial planning, portfolio management for individuals and businesses, and educational seminars. Philip is affiliated with Charles Schwab and Fidelity Investments as well.
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.
1
2
NY
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
04/28/2015 - 04/08/2021
CHARLES SCHWAB & CO., INC. (Pittsford NY)
NY
08/27/1998 - 04/13/2015
FIDELITY BROKERAGE SERVICES LLC (ROCHESTER NY)
NJ
04/27/1998 - 08/19/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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