Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Hopp has been in the financial industry since March 4, 1999. Donald is currently registered with Avantax Advisory Services in both Illinois and Texas. Donald has previously worked with 1ST GLOBAL CAPITAL CORP, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN FINANCIAL ADVISORS CORPORATION. Donald specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Donald provides financial planning, pension consulting, and portfolio management services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
01/26/2024 - Present
Avantax Advisory Services (Naperville IL)
IL
12/13/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
IN
03/03/1999 - 12/10/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
03/03/1999 - 12/09/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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