Kurt Hoffer Email & Phone Number
Registered Representative @ Summit Brokerage Services, Inc.
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Kurt Hoffer Location
- Charlotte, NC, US
Kurt Hoffer Work
- 2011 -now Registered Representative @
- 2006 -2011 Senior Investment Executive and Independent Advisor @ The Investment Center
- 2001 -2005 Senior Investment Professional @
- 1999 -2001 Senior Financial Advisor @
- 1995 -1999 Senior Investment Counsel @ First Union Brokerage Services
- 1990 -1995 Senior Broker Sales Support @
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 on RocketReach.
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Kurt Hoffer
Registered Representative
Charlotte, NC, US
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Kurt Hoffer
Registered Representative
Charlotte, NC, US
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