Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hoovler has been in the financial services industry for over 50 years. Donald is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Donald has been with Cetera Investment Advisers LLC for over 20 years. Previously, Donald was a Registered Representative with VESTAX SECURITIES CORPORATION, MANEQUITY, INC., LINSCO CORPORATION, and MM EQUITY SALES CO. Donald holds several licenses and designations, including Series 63, Series 7, and Series 1. Donald specializes in providing financial planning, portfolio management, and other investment advisory services to 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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 8/26/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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