Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ritchie? Claim Your ProfileRitchie Hoffman has been working in the financial services industry since June 2003. Ritchie is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Ritchie offers investment advice to individuals and families and is a financial planner for high net worth individuals, pension and profit sharing plans and corporations. Ritchie holds licenses to sell a variety of financial products and is able to provide both investment advice and financial planning. Ritchie is a licensed financial professional and is an active member of the financial services industry. Ritchie has a deep understanding of the financial markets and is committed to providing clients with the highest level of service.
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.
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.
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2
IN
08/03/2009 - Present
Berthel, Fisher & Co. Financial Services, Inc. (LAFAYETTE IN)
IN
06/03/2003 - 07/29/2009
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
IA
Issued 09/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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