Unclaimed
Paul Andrew Hofland is a financial advisor in Plano, Texas with Retirement Planners OF America. Paul has been in the financial industry since 2013. Paul has a Series 6, Series 63, and Series 65 license. He is also licensed in Texas. Paul specializes in providing financial planning and portfolio management services to individuals and families. Paul has experience working with both high net worth individuals and those with less wealth. Paul is also an independent insurance 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/21/2017 - Present
Retirement Planners OF America (PLANO TX)
TX
08/15/2014 - 07/27/2017
NYLIFE SECURITIES LLC (DALLAS TX)
IA
Issued 07/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Paul Hofland is the right advisor for you? Invested Better is here to help.