Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Hoffman is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry since September 1, 2020. William is registered with the state of Illinois and Texas as a registered representative and investment advisor representative. William holds the Series 66, Series 7 and SIE licenses. Ameriprise Financial Services, LLC is a large firm with approximately $1 billion - $10 billion in regulatory assets under management. The firm has a wide range of client types, including high net worth individuals, trusts/estates, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. The firm provides a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and asset allocation services.
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.
Asset allocation services
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.
1
2
IL
03/18/2022 - Present
Ameriprise Financial Services, LLC (SCHAUMBURG IL)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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