Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Hofmann is a financial professional with over 28 years of experience in the industry. Todd is currently registered with BOK Financial Securities, Inc. and has been affiliated with the firm since April 2003. Todd has a broad range of experience serving clients in a variety of industries including high net worth individuals, corporations, and charitable organizations. Todd holds several licenses including Series 6, 7, 24, 52TO, 63, and 66 and has earned several designations. Todd is committed to providing his clients with comprehensive financial advice and guidance.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
OK
04/09/2003 - Present
BOK Financial Securities, Inc. (TULSA OK)
MA
01/17/1995 - 02/28/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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