Dave Hoppe, CFA

Dave Hoppe, CFA

Account Manager

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  • Timeline

  • About me

    VP - Financial Consultant

  • Education

    • Watertown-Mayer High School

      1980 - 1989
    • Carleton College

      1985 - 1989
      BA History
  • Experience

    • Fist Brokerage

      Jan 1990 - Jan 1991
      Account Manager
    • Sterling Health

      Jan 1992 - Jan 1994
      Account Manager
    • GE Lighting

      Jan 1993 - Jan 1998
      Account Executive
    • Smith Barney

      Jan 1998 - Jan 2006
      Financial Consultant
    • H&R Block Financial Advisors

      Jan 2006 - Jan 2008
      Financial Advisor
    • Charles Schwab

      Jun 2008 - now
      VP - Financial Consultant

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  • Licenses & Certifications

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jul 2007
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Aug 1998
    • Series 31

      Financial Industry Regulatory Authority (FINRA)
      Jun 1999
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2010
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Aug 1998