Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hohmann is a financial advisor with over 20 years of experience in the financial industry. David has held various roles at prominent financial institutions, including Morgan Stanley and Grove Point Investments, LLC. Currently, David works as an Investment Advisor Representative for Osaic Wealth, Inc. David specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. David is registered with the Securities and Exchange Commission (SEC) and holds the Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/04/2024 - Present
Osaic Wealth, Inc. (PEORIA IL)
IL
05/06/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PEORIA IL)
IL
12/23/2015 - 05/06/2022
GROVE POINT INVESTMENTS, LLC (Peoria IL)
IL
06/01/2009 - 12/22/2015
MORGAN STANLEY (PEORIA IL)
IL
09/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)
IL
07/10/2000 - 09/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA IL)
BOTH
Issued 05/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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