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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Hockert is a financial advisor with over 28 years of experience in the industry. Jeffrey John Hockert is currently registered with Wealth Enhancement Advisory Services, LLC and has been with the firm since December 2001. Jeffrey John Hockert is also registered with the state of Texas as an investment advisor representative. Jeffrey John Hockert has been a Certified Financial Planner since September 2010. Prior to joining Wealth Enhancement Advisory Services, LLC, Jeffrey John Hockert worked for SII Investments, Inc. in Wayzata, MN, FSC Securities Corporation in Atlanta, GA, Mutual Service Corporation in Boston, MA, and Titan/Value Equities Group, Inc. in Irvine, CA.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/06/2006 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/19/2001 - 02/08/2007
SII INVESTMENTS, INC. (WAYZATA MN)
GA
08/24/1999 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
03/31/1999 - 08/24/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
09/20/1994 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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