Unclaimed
Virginia Ann Hoffman is a financial advisor with over 30 years of experience in the industry. Virginia is currently registered with Ernst & Young Investment Advisers LLP in Florida. Previously, Virginia worked with Fidelity Brokerage Services LLC in Covington, Kentucky, and John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company in Boston, Massachusetts. Virginia specializes in financial planning, educational seminars, and publication of periodicals.
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.
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.
1
2
FL
06/16/2023 - Present
Ernst & Young Investment Advisers LLP (Bradenton FL)
KY
07/08/1993 - 07/01/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MA
03/05/1992 - 05/20/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/05/1992 - 05/20/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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