Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Hoffman is a financial advisor at Steward Partners Investment Advisory, LLC, working in the Clearwater, FL office. Todd has been in the industry since 1992 and holds the following licenses: Series 7, 9, 10, 31, 63, and 65. Todd is also a Certified Financial Planner and has experience providing financial advice to high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
05/05/2017 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
02/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/01/2009 - 02/23/2017
MORGAN STANLEY (CLEARWATER FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
02/28/2002 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
NY
09/16/1996 - 02/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
06/24/1992 - 09/09/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 1/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 6/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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