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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hoffman is a financial advisor with Beacon Pointe Advisors, LLC. Timothy Hoffman has been in the industry since 2000. Timothy Hoffman holds the Series 63, Series 66, Series 7 and SIE licenses. Timothy Hoffman specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Timothy Hoffman has previously worked at David A. Noyes & Company, J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Timothy Hoffman's experience allows Timothy Hoffman to provide clients with a comprehensive range of financial services.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
CA
02/11/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IL
12/20/2017 - 10/30/2018
DAVID A. NOYES & COMPANY (ELGIN IL)
IL
12/15/2016 - 01/03/2018
J.P. MORGAN SECURITIES LLC (ELGIN IL)
IL
07/08/2011 - 12/08/2016
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
TX
08/04/2010 - 05/31/2011
TD AMERITRADE, INC. (SOUTHLAKE TX)
FL
12/05/2007 - 07/07/2010
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
TX
08/08/2000 - 11/23/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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