Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Holt has been a financial advisor since 1983, working with Cetera Investment Advisers LLC since 2021. Don has over 39 years of experience in the industry. Don is registered with FINRA and the state of Washington and specializes in providing financial planning, portfolio management, and educational seminars. Don also serves as an Enrolled Agent and SR Tax Advisor for AIM TAX GROUP, LLC. Don has a deep understanding of the investment market and is committed to helping clients achieve their financial goals.
AUBURN, WA
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
11/09/2021 - Present
Cetera Investment Advisers LLC (AUBURN WA)
WA
10/16/2020 - 11/11/2021
PRINCIPAL SECURITIES, INC. (Kent WA)
WA
12/07/2001 - 10/16/2020
KMS FINANCIAL SERVICES, INC. (KENT WA)
WA
10/07/1991 - 12/07/2001
PACIFIC WEST SECURITIES, INC. (RENTON WA)
CA
01/01/1990 - 10/04/1991
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
GA
10/25/1983 - 12/14/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 7/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/9/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/1991
Series 7 - General Securities Representative Examination
BC
Issued 9/2/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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