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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Ruth Hoffman is a financial advisor with Sound View Wealth Advisors Group, LLC. Rebekah has been in the financial industry since 2009 and has a strong background in providing investment advice to individuals, corporations, and charitable organizations. Rebekah is a registered representative with FINRA and holds Series 7 and 66 licenses. Rebekah is also a registered investment advisor representative in Georgia and South Carolina. Rebekah's experience and expertise allow her to provide a wide range of financial services to her clients, including financial planning, investment management, and insurance solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
GA
05/01/2024 - Present
Sound View Wealth Advisors Group, LLC (Savannah GA)
GA
02/17/2021 - 03/04/2022
TRUIST INVESTMENT SERVICES, INC. (SAVANNAH GA)
VA
08/31/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/21/2013 - 09/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
FL
10/16/2009 - 12/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
07/22/2008 - 09/22/2008
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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