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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 Gordon Homan has been a financial advisor for over 37 years. Donald Homan is registered with Cetera Investment Advisers LLC and has been with the firm since August 2023. Donald Homan is also a licensed financial advisor in Colorado, Florida, Georgia, Indiana, Iowa, Missouri, Nebraska, New York, Washington, and Wisconsin. Donald Homan has passed the Series 63, Series 7, Series 62, and Series 6 exams. Donald Homan is also a Chartered Financial Consultant. Donald Homan provides financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Donald Homan is a Registered Representative of Cetera Advisor Networks LLC, a registered broker-dealer, member FINRA/SIPC, and Cetera Investment Advisers LLC, a registered investment advisor.
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
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
MN
08/15/1989 - 04/07/1994
C.R.I. SECURITIES, INC. (ST. PAUL MN)
NJ
06/09/1986 - 09/12/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 6/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 9/13/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 6/6/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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