Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Bentley is a financial advisor who has been in the industry for over 20 years. Don is currently registered with Sequoia Financial Group, LLC. Prior to joining Sequoia Financial Group, LLC, Don was a financial advisor at Fidelity Brokerage Services LLC. Don is a Certified Financial Planner and holds Series 7, Series 52, Series 63, and Series 66 licenses. Don specializes in providing wealth management and financial planning services to individuals, high-net-worth individuals, families, businesses, and charitable organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/07/2019 - Present
Sequoia Financial Group, LLC (Troy MI)
MI
01/23/2007 - 06/23/2016
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
04/07/2006 - 01/10/2007
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
07/06/2005 - 04/03/2006
CHASE INVESTMENT SERVICES CORP. (NOVI MI)
IL
04/09/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
02/24/2000 - 06/18/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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