Unclaimed
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 an investment advisor representative who has been in the industry since July 14, 2006. Timothy is currently registered with Empower Advisory Group, LLC in Florida and Colorado. Previously, Timothy was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florida and Thornburg Securities Corporation in New Mexico. Timothy has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and the General Securities Representative Examination. Timothy has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, charitable organizations and insurance companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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
CO
06/29/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
10/18/2017 - 05/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/13/2013 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NM
06/16/2008 - 01/04/2012
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NM
06/15/2004 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
BOTH
Issued 07/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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