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HFS Wealth Management

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United States

Founded in

1994 (31 Years)

Founded

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1.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know HFS Wealth Management

    HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions. The company provides three primary wealth management services including planning, consulting, and investments. The services are offered through a comprehensive wealth management program covering all disciplines or more directly addressing a focused need. HFS Wealth Management offers a comprehensive approach that addresses the full spectrum of their clients’ needs. It helps clients invest and grow their wealth but also strives to deliver much more than just investments. The company's mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity. The company was established in 1994 and is based in Dallas, Texas.

    Industry

    • Financial InsurancePRIMARY
    • Financial Other Service
    • Financial Wealth Management

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