Unclaimed
David Normen Hoffert is a financial advisor with Cetera Investment Advisers LLC. David has been in the industry since February 2001. David is registered in 21 states and holds the following licenses: Series 63, Series 65, Series 7 and SIE. David is also a registered representative of Cetera Investment Advisers LLC. David's previous firms include MetLife Securities Inc. and Metropolitan Life Insurance Company. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
WA
01/21/2014 - Present
Cetera Investment Advisers LLC (LACEY WA)
MA
02/08/2001 - 11/28/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/08/2001 - 11/28/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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