Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morris Hoffman is a financial advisor with over 30 years of experience in the industry. Robert is registered with Private Advisor Group, LLC and has a long history of working with individuals, families, and businesses to help them achieve their financial goals. He has expertise in a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/07/2025 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
FL
01/06/2012 - 04/28/2014
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (NAPLES FL)
FL
01/01/2008 - 01/10/2012
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
01/16/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPLES FL)
FL
02/14/1995 - 02/05/2007
MCDONALD INVESTMENTS INC. (NAPLES FL)
MO
02/01/1988 - 03/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
01/02/1987 - 02/04/1988
FINSER INVESTMENT COMPANY
NA
07/24/1985 - 01/13/1987
INVESTMENT SECURITIES OF OKLAHOMA, INC.
IA
Issued 10/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hoffman is the right advisor for you? Invested Better is here to help.
