Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hohimer is a financial advisor with over 20 years of experience in the industry. He is currently the owner of Hohimer Wealth Management, LLC, a firm specializing in providing financial planning, investment management, and portfolio management services to a variety of clients, including individuals, families, trusts, and businesses. Prior to starting his own firm, David worked at several well-known financial institutions, including Wells Fargo Advisors LLC and UBS Financial Services Inc. David has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing personalized, comprehensive financial advice to his clients, and he strives to build long-lasting relationships based on trust and respect.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
04/25/2019 - Present
Hohimer Wealth Management, LLC (SEATTLE WA)
WA
02/19/2009 - 04/24/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
NJ
02/09/2007 - 03/03/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
WA
11/13/2001 - 02/09/2007
MCDONALD INVESTMENTS INC. (SEATTLE WA)
NY
04/22/1998 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/03/1998 - 04/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/21/1992 - 03/11/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
02/04/1992 - 07/20/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
CO
06/20/1991 - 08/27/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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