Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cummings Donaldson is a financial professional with over 30 years of experience in the industry. David is currently registered with Essex Financial Services, Inc. in Connecticut and is also an investment advisor representative (IAR) in New York and Texas. David has held various roles with other firms over the years and brings a wealth of knowledge to Essex Financial Services, Inc.. David specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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CT
03/02/2010 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
03/04/2010 - 07/29/2021
ESSEX FINANCIAL SERVICES, INC. (Farmington CT)
CT
11/17/2009 - 02/19/2010
TD WEALTH MANAGEMENT SERVICES INC. (BERLIN CT)
CT
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (BERLIN CT)
MN
03/04/2003 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
05/30/2001 - 03/06/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
06/26/2000 - 05/29/2001
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
07/28/1997 - 06/23/2000
MECHANICS INVESTMENT SERVICES, INC. (HARTFORD CT)
TX
12/14/1994 - 07/17/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
04/30/1991 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
01/17/1991 - 04/30/1991
MABON, NUGENT & CO.
NY
12/27/1985 - 02/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/21/1983 - 01/06/1986
E. F. HUTTON & COMPANY INC
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1995
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 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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