Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hutchinson is a registered Investment Advisor Representative with Goelzer Investment Management. Donald has been working in the financial services industry since 1994 and has worked with Goelzer Investment Management since 2007. Donald holds Series 6, 7, 63, and 66 licenses, and has a background in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and institutions. Donald's background and experience in the financial services industry position Donald to provide clients with comprehensive investment advice and support.
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.
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.
Portfolio monitoring/consulting
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
IN
04/05/2013 - Present
Goelzer Investment Management (CARMEL IN)
IN
06/13/2007 - 06/23/2015
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
IN
07/01/2006 - 05/02/2007
J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)
IN
05/07/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (INDIANAPOLIS IN)
OH
12/10/2002 - 04/30/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
09/03/2002 - 10/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/2000 - 09/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
09/06/1994 - 07/26/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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