Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hoffman is a financial advisor with P.j. Robb Variable, LLC based in Charlotte, North Carolina. Robert has been working in the financial industry since 2014 and has experience with TIAA-CREF Individual & Institutional Services, LLC, ProEquities, Inc., Saybrus Equity Services, LLC, and MetLife Investors Distribution Company. Robert holds Series 6, Series 63, and SIE licenses and is registered in eight states: California, District of Columbia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, and Virginia.
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.
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.
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2
NC
04/29/2022 - Present
P.j. Robb Variable, LLC (Charlotte NC)
NC
01/16/2020 - 04/04/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
AL
04/22/2019 - 01/15/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
CT
06/26/2017 - 04/15/2019
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
NC
09/06/2013 - 02/24/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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