Unclaimed
Donald Robert Hoyland is an investment advisor representative with Charles Schwab & CO., Inc., having joined the firm in April of 1990. Donald is registered with both FINRA and the state of Arizona. Donald has been in the securities industry for 38 years. Donald holds various licenses and certifications including: Series 7, 8, 9, 10, 15, 63 and 66. Donald's prior experience includes working for E. F. HUTTON & COMPANY INC, DEAN WITTER REYNOLDS INC., ISFA CORPORATION, PAINE, WEBBER, JACKSON & CURTIS INC and FIRST AMERICAN NATIONAL SECURITIES, INC. Donald is registered to provide investment advice in the states of Arizona and California.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/10/2007 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
GA
05/01/1990 - 06/21/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
05/28/1986 - 04/19/1988
E. F. HUTTON & COMPANY INC
NA
07/12/1984 - 06/04/1986
DEAN WITTER REYNOLDS INC.
NA
07/07/1983 - 06/28/1984
ISFA CORPORATION
NA
06/22/1983 - 09/14/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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