Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Stalker has been a financial professional since 1995. Don currently works with Cambridge Investment Research Advisors, Inc. and has been with them since 2005. Previously, Don worked with Waddell & Reed, Inc. in Overland Park, Kansas. Don specializes in working with high-net-worth individuals and pension and profit-sharing plans. Don is a Certified Financial Planner™.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
CA
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (RIVERSIDE CA)
KS
02/15/1995 - 02/10/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2005
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 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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