Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Normen Hoffert is a registered representative of Cetera Investment Advisers LLC. David has been in the securities industry since February 7, 2001. David is licensed in 21 states. David's firm, Cetera Investment Advisers LLC, has offices in Lacey, WA, and University Place, WA. Cetera Investment Advisers LLC offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. David is dedicated to 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.
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.
1
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 8/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Hoffert is the right advisor for you? Invested Better is here to help.
