Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hoeffer is a financial advisor with over 30 years of experience in the securities industry. He is a registered representative of Western International Securities, Inc. and President of William C. Hoeffer, Jr. Inc. He has been a Certified Financial Planner since 1993. William is an active member of the financial community and has a strong track record of helping clients achieve their financial goals. William currently holds securities licenses in California, New York, Arizona, Connecticut, Florida, Idaho, Illinois, Louisiana, Massachusetts, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, Texas and Virginia. William focuses on providing financial planning and investment advice to individuals and families, as well as to corporations, businesses, and charitable organizations.
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.
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.
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2
CA
08/21/2017 - Present
Western International Securities, Inc. (Glendale CA)
CA
11/22/1991 - 08/21/2017
FINANCIAL WEST GROUP (Glendale CA)
FL
09/26/1988 - 10/08/1991
INVESTACORP, INC. (MIAMI FL)
DE
06/01/1983 - 11/10/1988
PML SECURITIES COMPANY (NEWARK DE)
NA
01/19/1983 - 08/30/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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