Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hoyt is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Donald is a seasoned financial professional with over 23 years of experience in the industry. Donald's expertise spans various areas including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/27/2019 - Present
Wells Fargo Advisors Financial Network, LLC (FAIRPORT NY)
NY
06/01/2009 - 02/11/2011
MORGAN STANLEY SMITH BARNEY (ROCHESTER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
NY
05/07/1999 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
BOTH
Issued 06/03/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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