Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Hohertz is a financial advisor with View Capital RIA, LP in Dallas, TX. Kelly is registered with FINRA and the state of Texas, and has been in the industry since 2014. Kelly holds the Series 7TO and SIE licenses and the Uniform Securities Agent State Law Examination. Kelly has experience working with individuals, high-net-worth individuals, and pooled investment vehicles. Kelly's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Kelly has previously worked at CF Secured, LLC and Cantor Fitzgerald & Co.. Kelly is a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/28/2020 - Present
View Capital RIA, LP (DALLAS TX)
NY
04/08/2020 - 04/08/2020
CF SECURED, LLC (NEW YORK NY)
TX
05/17/2019 - 04/08/2020
CANTOR FITZGERALD & CO. (DALLAS TX)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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