Unclaimed
Donald William Hoovler is a financial professional with over 50 years of experience in the financial services industry. Donald is a Registered Representative with Cetera Investment Advisers LLC and has been registered with the firm since 2004. Donald has a broad range of experience in financial planning, portfolio management, and insurance. Donald is committed to providing personalized financial guidance to help clients reach their financial goals. Donald is a Chartered Financial Consultant, which means he has met specific educational and experience requirements and has a proven track record in providing comprehensive financial planning services. Donald also has experience with working with clients of various backgrounds, including high-net-worth individuals, families, and businesses.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (PATASKALA OH)
OH
11/14/1985 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
12/22/1983 - 11/21/1985
MANEQUITY, INC.
NA
05/25/1971 - 01/15/1980
LINSCO CORPORATION
NA
09/02/1969 - 07/11/1971
MM EQUITY SALES CO.
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Hoovler is the right advisor for you? Invested Better is here to help.