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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ari Hoffman is an investment advisor representative with IP Financial Advisory Services LLC, a firm that provides financial planning and portfolio management services to individuals, families, and businesses. Steven Hoffman has been in the financial industry since 2014, and has experience working with clients in California and Oklahoma. Steven Hoffman is registered to provide investment advice in California and Oklahoma, and has obtained the Series 6, Series 63, Series 65 and SIE licenses. In addition to working with clients, Steven Hoffman has also been an instructor at Heartland Institute of Financial Education and Sunnyvale-Cupertino Adult School teaching financial literacy and college 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
02/05/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CA
03/24/2014 - 11/19/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (MILPITAS CA)
CA
01/24/2014 - 02/07/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALVISO CA)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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