Unclaimed
Darrell Gene Donham is a financial professional with over 14 years of experience in the industry. He is currently a registered representative with Cadaret, Grant & Co., Inc. and Next Financial Group, Inc. Darrell has held previous roles with NEXT FINANCIAL GROUP, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Darrell has a strong understanding of the financial markets, and he is dedicated to providing his clients with personalized financial advice. He holds a Series 7, Series 24, SIE, and Series 99TO licenses. Darrell specializes in providing financial planning, portfolio management, and investment advice. He is committed to helping clients reach their financial goals.
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
NY
10/06/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
TX
11/11/2008 - 01/13/2012
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
02/16/2007 - 05/16/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 09/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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