Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Hoban is a financial advisor with Robert W. Baird & Co. Inc. located in Grand Rapids, MI. Alice has been in the industry since 1997 and holds both Series 7 and Series 66 licenses. Alice also has a Series 63 license and the SIE. Alice has a total of 8 active registrations, including one in Michigan as an Investment Advisor Representative. Alice specializes in working with a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Alice also has experience working with Taft-Hartley, union pension plans. Alice is a board member and treasurer for the Friends of Ottawa County Parks, Inc.
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.
See schedule d
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.
Hard dollar payments for research
1
2
MI
10/05/2010 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
MI
10/03/1997 - 01/23/1998
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alice Hoban is the right advisor for you? Invested Better is here to help.
