Rami HofshiCRD Number: 1965882
Current Firm: Westport Resources Management Inc.
Rami Hofshi (CRD# 1965882) is an Investment Advisor Representative working at Westport Resources Management Inc. in Stamford, CT and has over 27 years of experience in the finance industry.
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|Westport Resources Investment Services||Westport, CT||Jan 2004 - Current||13|
|Westport Resources Management, Inc.||Westport, CT||Jan 2004 - Current||13|
|Capital Dynamics||Stamford, CT||Jun 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management578MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$1,745,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, FL, MA, NC, NH, NJ, NY, TX