Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deron? Claim Your ProfileDeron Mark Donalson is a financial advisor registered with Robert W. Baird & Co. Inc. Donalson has been in the industry since 1993 and has experience in a variety of areas, including financial planning, portfolio management, and pension consulting. Donalson is a Registered Representative (Series 7, Series 6, and Series 63) and a Registered Investment Advisor (Series 65). Donalson has been with Robert W. Baird & Co. Inc. since October 2022. Donalson was previously registered with HEFREN-TILLOTSON, INC. and PNC INVESTMENTS.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - South Hills PA)
PA
05/30/2008 - 10/21/2022
HEFREN-TILLOTSON, INC. (CANONSBURG PA)
PA
01/01/2004 - 01/23/2008
PNC INVESTMENTS (NORTH HUNTINGDON PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
09/28/1995 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
WV
08/13/1993 - 09/28/1995
UNITED FINANCIAL NETWORK, INC. (LEWISBURG WV)
NY
02/07/1991 - 04/25/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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