Josephine E. Hoffman,  CFP<sup>&reg;</sup> - Financial Advisor

Josephine E. Hoffman, CFP®

CRPC, ChSNC

Financial Advisor

Merrill Lynch

30 W Patrick St 4th Fl, PO Box 841
Frederick, MD 21701
(888) 898-0746
(301) 698-4732

General

Josephine Hoffman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Frederick, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, ChSNC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Retirement

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