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William John Hoffman

Nationwide Planning Associates Inc.

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About William John Hoffman

William John Hoffman is a financial professional with over 18 years of experience in the industry. William is currently registered with Nationwide Planning Associates Inc. and is licensed in Connecticut, New Jersey, New York, North Carolina, Pennsylvania, and Texas. William holds the Series 6, Series 63 and SIE licenses. Prior to joining Nationwide Planning Associates Inc., William was a registered representative with CETERA ADVISOR NETWORKS LLC, TOWER SQUARE SECURITIES, INC., PNC INVESTMENTS, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.

Firm Information

William Hoffman is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Hoffman’s Registration & Firm History

NJ

08/14/2023 - Present

Nationwide Planning Associates Inc. (FAIR LAWN NJ)

NJ

09/03/2013 - 09/15/2023

CETERA ADVISOR NETWORKS LLC (FAIRFIELD NJ)

NJ

01/27/2012 - 09/03/2013

TOWER SQUARE SECURITIES, INC. (FAIRFIELD NJ)

NJ

12/20/2010 - 06/14/2011

PNC INVESTMENTS (MORRISTOWN NJ)

NJ

04/09/2003 - 07/13/2009

METLIFE SECURITIES INC. (PARAMUS NJ)

NJ

04/09/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (PARAMUS NJ)

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Licenses & Designations

BC

Issued 02/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Hoffman.
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