Unclaimed
Ross Daniel Hoekstra is a financial advisor registered with State Farm Investment Management Corp. Ross is a licensed representative in the State of Iowa. Ross has experience in the financial services industry since December 17, 2022. Ross's areas of expertise include providing investment advice to individuals and investment companies. The advisor works with clients to help them reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
IA
08/27/2024 - Present
State Farm Investment Management Corp. (Orange City IA)
IA
11/14/2022 - 01/03/2023
EQUITABLE ADVISORS, LLC (SIOUX CENTER IA)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ross Hoekstra is the right advisor for you? Invested Better is here to help.