Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hoffman is a financial advisor currently registered with Edelman Financial Engines. William has been in the industry since 2000 and has experience with various firms, including EF Legacy Securities, LLC, Sanders Morris Harris LLC, USAA Financial Advisors, Inc., M Holdings Securities, Inc., Regal Securities, Inc., Virtus Securities, LLC, and NYLIFE Securities Inc. William has been actively involved in the industry, holding Series 7, Series 63, and Series 66 licenses. William is a Certified Financial Planner and is registered with the states of Illinois and Texas. William holds a limited partnership in WJ Hoffman Investments, LTD and is a trustee of Rise School of Austin, Inc.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IL
11/01/2018 - Present
Edelman Financial Engines (OAKBROOK TERRACE IL)
IL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (OAK BROOK IL)
IL
05/10/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (OAK BROOK IL)
IL
07/27/2011 - 05/10/2013
USAA FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
01/09/2009 - 05/04/2011
M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)
TX
05/15/2007 - 11/26/2008
REGAL SECURITIES, INC. (AUSTIN TX)
TX
05/02/2008 - 08/07/2008
VIRTUS SECURITIES, LLC (AUSTIN TX)
TX
10/30/2000 - 12/09/2006
NYLIFE SECURITIES INC. (AUSTIN TX)
BOTH
Issued 06/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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