Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hoefferle is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Daniel has been a financial advisor for over 13 years. Daniel specializes in providing financial planning, investment advice and insurance products. Daniel holds the Series 63, 66, 7, 24 and SIE licenses. Daniel has extensive experience in providing financial advice and investment management services to a diverse range of clients. Daniel is committed to helping individuals and families achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/29/2024 - Present
United Planners' Financial Services OF America A Limited Partner (TUCSON AZ)
BOTH
Issued 01/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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