Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hope? Claim Your ProfileHope Witteman has been a registered investment advisor for over 25 years. Hope Witteman currently works for Cuso Financial Services, LP. Hope Witteman has also worked with Ameriprise Financial Services, Inc., XCU Capital Corporation, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Scudder Weisel Capital, LLC, TD Waterhouse Investor Services, Inc. and Jack White & Company, Inc. Hope Witteman's areas of expertise include financial planning, portfolio management for businesses and individuals, selection of other advisors, pension consulting and educational seminars. Hope Witteman holds Series 7, 9, 10, 24, 63, 99TO, and SIE licenses. Hope Witteman is registered to provide investment advisory services in 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.
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.
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2
CA
06/24/2015 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
02/28/2013 - 06/10/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELSINORE CA)
CA
07/20/2011 - 01/30/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELSINORE CA)
CA
11/02/2006 - 10/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/07/2005 - 05/02/2006
XCU CAPITAL CORPORATION, INC. (EL SEGUNDO CA)
MN
02/27/2003 - 05/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/2003 - 05/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
12/04/2000 - 04/30/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NE
06/01/1998 - 10/23/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
01/31/1996 - 06/01/1998
JACK WHITE & COMPANY, INC.
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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