ABOUT Bernadette Parel Hoffmann

PROFILE: Bernadette Parel Hoffmann has spent over a decade helping clients build financial confidence and pursue their long-term goals. Based in Indianapolis, IN, she brings a wealth of experience from her 11-year tenure at J.P. Morgan Securities LLC, where she developed a sophisticated understanding of investment strategies and client relationship management. Most recently, Bernadette has joined Charles Schwab & Co., Inc., bringing her client-first philosophy to a new chapter in her career. She holds multiple industry licenses, demonstrating her commitment to professional excellence and regulatory knowledge. With a clean professional record and a genuine passion for helping others, Bernadette is dedicated to providing the trusted guidance her clients deserve.

Qualifications

• Licensed Broker - Dually registered as a Broker and Investment Advisor Representative
• Series Exams Passed: General Securities Representative, Uniform Combined State Law
• State Securities Law Exams: Successfully completed state regulatory requirements
• Member of Financial Industry Regulatory Authority (FINRA)

Services