Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kevin Hoffer is a financial advisor with Morgan Stanley. William has over 10 years of experience in the financial services industry. He is registered with FINRA and licensed in 13 states. William is also a registered Investment Advisor. William focuses on working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/16/2023 - Present
Morgan Stanley (Fort Myers FL)
FL
06/11/2013 - 10/02/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
03/28/2013 - 06/21/2013
PARK AVENUE SECURITIES LLC (FT MYERS FL)
FL
06/28/2012 - 03/11/2013
PARK AVENUE SECURITIES LLC (ESTERO FL)
FL
05/22/2012 - 06/19/2012
METLIFE SECURITIES INC. (SARASOTA FL)
BOTH
Issued 04/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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