Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Richard Sherwood is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Youngstown, OH. Don has been in the securities industry since May 2002. Don is registered with FINRA and the Securities and Exchange Commission (SEC) and has been an investment advisor representative since January 2009. Don has passed Series 7, 9, 63 and 65 examinations. Prior to joining Raymond James, Don was associated with Butler, Wick & Co., Inc. Don provides a variety of advisory services including financial planning, portfolio management, and selection of other advisors. Don has specialized in advising high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Don is also the owner and/or partner in several businesses, including Alcyon Capital, Alcyon Hospitality Group LLC, Alcyon Realty, LLC, Alcyon Ventures LLC, and Alcyon Wealth Partners.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (YOUNGSTOWN OH)
OH
05/31/2002 - 07/18/2008
BUTLER, WICK & CO., INC. (BOARDMAN OH)
IA
Issued 12/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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