Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayla? Claim Your ProfileShayla Kae Hoff is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc.. Shayla has been in the industry since November 2013. Shayla is registered in 46 states and has passed the Series 7, Series 24, Series 51 and Series 66 exams. Shayla is also an Operations Manager with RJFS, which operates through the Bank of Colorado. Raymond James Financial Services Advisors, Inc. is a large firm with over 5,700 investment advisor representatives and manages over $344 Billion in assets. The firm provides a variety of financial services including financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
12/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (Eaton CO)
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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