Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Anthony D'adesky has been a registered representative for over 30 years, and has a proven track record of success in the financial services industry. Don is currently a registered representative with Raymond James & Associates, Inc. where Don specializes in providing financial planning, investment management, and portfolio management services to individuals, corporations, and high-net-worth clients. Don has a diverse background in the financial services industry, having previously held positions with firms such as Morgan Stanley and Citigroup Global Markets Inc. Don is committed to providing personalized and comprehensive financial solutions to help clients achieve 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/10/2017 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
06/01/2009 - 06/08/2015
MORGAN STANLEY (BOCA RATON FL)
FL
04/23/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/04/2005 - 04/27/2009
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
NY
11/04/1998 - 04/21/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/18/1994 - 10/14/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/28/1992 - 07/29/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/23/1989 - 12/20/1989
EVENSKY, BROWN INVESTMENTS, INC.
NA
06/22/1988 - 09/20/1988
CANTOR, FITZGERALD & CO., INC.
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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