Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hojlo is an investment advisor representative at Global Retirement Partners LLC. David has been working in the financial industry since 1986. David is registered with the Securities and Exchange Commission (SEC) and holds a Series 63 and a Series 65 license. David is also a registered representative of LPL Financial, LLC. David has a long history of providing financial advice to individuals, families, and businesses. David's commitment to providing personalized financial guidance is evident in his practice, which emphasizes helping clients achieve their financial goals.
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.
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2
MA
05/03/2017 - Present
Global Retirement Partners LLC (Needham MA)
MA
05/24/2002 - 05/05/2017
PRINCIPAL SECURITIES, INC. (NEEDHAM MA)
MA
05/18/2001 - 05/03/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
04/03/1986 - 06/05/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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