Shana Hofmeister (CRD# 4501155) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 18 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fra Bound, LLC | Corpus Christi, TX | Feb 2024 - Current | < 1 |
National Association Of Registered Social Security Analysts Ltd | Corpus Christi, TX | Nov 2023 - Current | < 1 |
Besch, LLC | Corpus Christi, TX | Oct 2015 - Current | 8 |
Fowler Station, LLC | Corpus Christi, TX | Jul 2015 - Current | 8 |
Shana F. Hofmeister - Photography Services | Corpus Christi, TX | Apr 2013 - Current | 11 |
United Planners' Financial Services | Scottsdale, AZ | Nov 2012 - Current | 11 |
Investment Strategies, LLC | Corpus Christi, TX | Jan 2011 - Current | 13 |
Texas Notary | Corpus Cristi, TX | Jun 2009 - Current | 14 |
South Bluff Oil And Gas Partnership | Corpus Cristi, TX | May 2009 - Current | 14 |
Shana F. Hofmeister Independent Insurance | Corpus Christi, TX | Oct 2005 - Current | 18 |
Texas Tramper - Youtube Channel | Corpus Christi, TX | Jul 2015 - Mar 2024 | 8 |
Shana F. Hofmeister Product Consultant | Corpus Christi, TX | Apr 2014 - Jan 2018 | 3 |
Associated Builders & Contractors, Inc. | Corpus Christi, TX | Jan 2011 - Jan 2018 | 7 |
Shana F. Hofmeister Makeup Distributor | Corpus Christi, TX | Oct 2015 - Jul 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$1,707,614
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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