William J. Hoffman
Professional summary
William John Hoffman, who also goes by Will Hoffman, is a registered financial professional currently at NATIONWIDE PLANNING ASSOCIATES INC. located in Fair Lawn, New Jersey.
William is registered as a RR (Registered Representative) and started their career in finance in 2003. William has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William John Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 14, 2023 - Present
NATIONWIDE PLANNING ASSOCIATES INC.
Office #1: 32-16 Broadway Ave 2nd Floor, Fair Lawn, NJ, 07410September 3, 2013 - September 15, 2023
CETERA WEALTH SERVICES, LLC
January 27, 2012 - September 3, 2013
TOWER SQUARE SECURITIES, INC.
December 20, 2010 - June 14, 2011
PNC WEALTH MANAGEMENT LLC
April 9, 2003 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
April 9, 2003 - July 13, 2009
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/14/2023)
(9/12/2025)
(9/17/2025)
(8/14/2023)
(8/14/2023)
(8/14/2023)
(8/14/2023)
(8/14/2023)
Exams
FINRA
Current Firm
NATIONWIDE PLANNING ASSOCIATES INC.
CRD#: 31029 / SEC#: , 8-45310
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Bond | 1 |
Red Flags
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