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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Hoffman is an investment advisor representative with Snowden Capital Advisors LLC. Robert Alan Hoffman is registered with the state of California, Ohio, Texas, and Washington. Robert Alan Hoffman has been in the industry since August 29, 1988, and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and PaineWebber Incorporated. Robert Alan Hoffman has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams.
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.
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
NY
07/18/2015 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
CA
02/12/1996 - 05/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARCADIA CA)
NJ
06/30/1988 - 01/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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