Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Michele Hoffman is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Samantha has been in the financial industry for over 20 years and is a licensed Series 7, 24, 63, and 87 representative. Samantha is registered with FINRA and the state of Missouri. Samantha's previous employers include H.D. Vest Investment Services, Wells Fargo Investments, LLC, Wells Fargo Securities, LLC, Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Samantha specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Samantha has a strong track record of success and is committed to providing her 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
MO
04/29/2015 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
10/15/2009 - 01/02/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/15/2009 - 01/02/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
TX
07/22/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
06/04/2010 - 01/06/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
07/31/2008 - 10/27/2009
WELLS FARGO SECURITIES, LLC (ST LOUIS MO)
MO
01/01/2008 - 09/16/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/19/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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