Donald J. Hoelting
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Joseph Hoelting, who also goes by Don Hoelting, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1983. Donald had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 27, 2000 - July 2, 2020
INVESTMENT COUNSELORS OF MARYLAND
December 21, 1988 - November 27, 1989
ROBERT E. SCHWESER COMPANY INCORPORATED
January 4, 1984 - September 25, 1984
BLUNT ELLIS & LOEWI INCORPORATED
December 19, 1983 - January 12, 1984
UBS FINANCIAL SERVICES INC.
November 25, 1983 - December 23, 1983
FIRST MID-AMERICA INC.
State Registrations and Notice Filings
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Exams
Current Firm
INVESTMENT COUNSELORS OF MARYLAND
CRD#: 116379 / SEC#: 801-60824
Contact information
Red Flags
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