Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ferd? Claim Your ProfileFerd Christopher Hoefs is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Ferd has over 33 years of experience in the financial services industry. Ferd specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Ferd is also a business owner, and he has been involved in real estate, agriculture, and oil exploration. Ferd is committed to providing his clients with personalized service and sound financial advice. Ferd is registered with the state of Texas as an investment advisor representative. Ferd has previously been registered with ROBERT THOMAS SECURITIES, INC. and PRINCIPAL FINANCIAL SECURITIES, INC. Ferd holds a Series 63, Series 7, Series 8, Series 9, and Series 10 license. Ferd is also a licensed real estate agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (San Angelo TX)
FL
09/30/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TX
11/22/1989 - 10/09/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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