Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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