WSECU投资管理
罗伯特•霍夫曼
联系罗伯特
直接: 360.754.0396
办公室: 800.456.3152 x10310
文本: 360.995.1976
分支机构 served: Tumwater Trosper, Tumwater Town Center and Chehalis
对罗伯特
With more than two decades in the financial 服务 industry, I bring a wealth of experience to the relationships I build with my clients. My primary focus is retirement planning, mixed with wealth management for individuals and small businesses.
When we meet for a personal consultation, you’ll receive a comprehensive plan tailored to your specific needs. Everything we accomplish together will be sensitive to risk and focused on your time horizon.
我持有系列7, 63 and 66 securities registrations through LPL Financial, as well as life and health insurance licenses with Washington state.
Family and community are the most important things in my life. I’ve lived in Thurston County for more than 10 years and enjoy all outdoor activities our beautiful state has to offer. I’m particularly passionate about golf, the Mariners, Seahawks and Huskies. 去华盛顿大学! My family and I enjoy volunteering through our church in our local community.
投资专业人士检查
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投资
Securities offered through LPL Financial member 美国金融业监管局/ SIPC. 保险 products offered through LPL Financial or its licensed affiliates. Financial planning 服务 may be offered through Washington State Employees Credit Union d/b/a WSECU投资管理, 注册投资顾问 and separate entity from LPL Financial. Financial planning and other advisory 服务 may be offered through LPL Financial, 注册投资顾问.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU投资管理 is 注册投资顾问 in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, 被排除在外, 或获豁免登记. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU投资管理 are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory 服务. 请访问 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 了解更多详细信息.