Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hoefferle is a financial advisor with United Planners' Financial Services Of America A Limited Partner, located in Tucson, AZ. David has been in the industry since September 10, 1996. David specializes in financial planning, pension consulting, and selection of other advisors. David holds Series 63, Series 7, and SIE licenses. David is registered to provide advisory services in 18 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Michigan, Missouri, Montana, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. David was previously employed by ADVANTAGE CAPITAL CORPORATION in Tucson, AZ.
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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AZ
08/12/2008 - Present
United Planners' Financial Services OF America A Limited Partner (TUCSON AZ)
AZ
09/11/1996 - 08/14/2008
ADVANTAGE CAPITAL CORPORATION (TUCSON AZ)
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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