Unclaimed
Dawn Hoffmeyer is a financial professional with over 10 years of experience in the industry. Dawn is a registered representative of The Huntington Investment Co. and has been with the firm since 2012. Dawn has a strong background in investment management, having previously worked with Chase Investment Services Corp. Dawn holds the Series 6, Series 63, and SIE licenses. Dawn specializes in providing financial guidance to high-net-worth individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/07/2012 - Present
THE Huntington Investment Co. (WESTFIELD IN)
IN
02/27/2012 - 07/18/2012
CHASE INVESTMENT SERVICES CORP. (CARMEL IN)
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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