Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Marie Donald is a financial advisor with over 30 years of experience. Carol has been registered with LPL Financial LLC since June 2020. Carol has also worked at SAGEPOINT FINANCIAL, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., and NATIONWIDE INVESTMENT SERVICES CORPORATION. Carol is licensed in Illinois and has Series 6, 63 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
06/05/2020 - Present
LPL Financial LLC (PARK RIDGE IL)
IL
03/10/2017 - 06/10/2020
SAGEPOINT FINANCIAL, INC. (OAK BROOK IL)
IL
06/17/2002 - 02/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHICAGO IL)
OH
11/20/1987 - 03/28/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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