Kurt Hoffer Email & Phone Number
Registered Representative @ Summit Brokerage Services, Inc.
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Kurt Hoffer Location
- Charlotte, NC, US
Kurt Hoffer Work
- Registered Representative @ (June 2011 - Present)
- Senior Investment Executive and Independent Advisor @ The Investment Center (January 2006 - May 2011)
- Senior Investment Professional @ (October 2001 - January 2005)
- Senior Financial Advisor @ (September 1999 - October 2001)
- Senior Investment Counsel @ First Union Brokerage Services (January 1995 - September 1999)
- Senior Broker Sales Support @ (December 1990 - January 1995)
Kurt Hoffer Education
- Quinnipiac University
Bachelor of Science (BS) (Business/Managerial Economics)
1984-1988 - Morris Knolls High School
High School (College/University Preparatory and Advanced )
1980-1984
Kurt Hoffer Skills
- Asset Management
- Brokerage
- Annuity Sales
- Life Insurance
- Mutual Funds
- Wealth Management
- Stocks
- REIT
- Strategic Financial Planning
- Financial Services
- Investment Strategies
- Portfolio Management
- Investment Advisory
- Finance
- Equities
- Financial Planning
Kurt Hoffer Summary
- Kurt Hoffer, based in Charlotte, NC, US, is currently a Registered Representative at Summit Brokerage Services, Inc.. Kurt Hoffer brings experience from previous roles at The Investment Center, Legg Mason Investment Counsel, Merrill Lynch and First Union Brokerage Services. Kurt Hoffer holds a 1984 - 1988 Bachelor of Science (BS) in Business/Managerial Economics @ Quinnipiac University. With a robust skill set that includes Asset Management, Brokerage, Annuity Sales, Life Insurance, Mutual Funds and more. Kurt Hoffer has 3 emails and 1 mobile phone numbers on RocketReach.
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