Unclaimed
Jeffrey Hough is a financial advisor working at Forte Capital LLC in Rochester, New York. Jeffrey has been in the industry since 1985. Jeffrey is a Registered Representative and has the Series 63, Series 7, and Series 24 licenses. Jeffrey's specializations include providing portfolio management for individuals and investment consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/09/2023 - Present
Forte Capital LLC (Rochester NY)
MD
09/11/1985 - 07/28/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 12/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1986
Series 24 - General Securities Principal Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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