Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Craig Opperman is a registered investment advisor representative with Advisory Services Network in Oldsmar, FL. Don has been in the financial services industry since 1977 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Don currently holds a Series 65 license, a Series 63 license, and several other securities licenses. Don is also a FINRA Arbitrator and is involved with Integral Capital Management, Inc. Don specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations, pension plans, and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
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
GA
04/20/2023 - Present
Advisory Services Network (ATLANTA GA)
FL
05/24/1996 - 04/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/22/1977 - 05/30/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/13/1982
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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