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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hoffman is a financial advisor with Advisor Share Wealth Management. Donald has been in the financial industry since 1986 and is registered with the state of Washington. Donald's specialties include Financial Planning, Investment Management, Retirement Planning, and Insurance. Donald has extensive experience working with high-net-worth individuals, families, and businesses. Donald provides customized financial advice and services to clients, working with them to develop a comprehensive financial plan and achieve their goals. Donald is committed to providing his clients with objective, personalized financial advice that helps them make informed financial decisions.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
WA
03/26/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
WA
03/24/2000 - 11/30/2006
WOODBURY FINANCIAL SERVICES, INC. (RENTON WA)
NY
05/03/1999 - 01/11/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/10/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/13/1992 - 02/08/1995
MONY SECURITIES CORP. (NEW YORK NY)
CT
03/24/1987 - 09/09/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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