Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Hilgendorf is an active Registered Representative and Investment Advisor Representative, registered in multiple states. Dave has been in the industry since 1983 and is currently affiliated with Raymond James & Associates, Inc.. Dave holds a variety of licenses and designations, including Series 3, 4, 6, 7, 8, 9, 10, 22, 24, 31, 63, and 65. Dave specializes in providing financial planning, portfolio management, and pension consulting services. Dave also serves as an officer for the Morrison Lake Property Owners Association.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
03/01/2007 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
06/04/1990 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
09/15/1989 - 06/18/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
03/27/1989 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/30/1987 - 02/09/1989
SHEARSON LEHMAN BROTHERS INC.
NA
02/25/1985 - 08/08/1987
E. F. HUTTON & COMPANY INC
NA
08/07/1984 - 02/28/1985
FIRST HERITAGE CORPORATION
NA
06/27/1983 - 08/13/1984
IDS MARKETING CORPORATION
IA
Issued 03/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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