Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Rowland Roberts has over 35 years of experience in the financial services industry. Don currently works for Fifth Third Securities, Inc. as an investment advisor representative, providing financial services to individuals, high net worth individuals, corporations, and trusts. Prior to joining Fifth Third Securities, Inc., Don held positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., SUNTRUST CAPITAL MARKETS, INC., and SUNTRUST SECURITIES, INC. Don has passed the Series 3, 7, 63, 72, and SIE exams. Don is registered to provide financial advice in 52 states. Don's specializations include portfolio management for individuals and businesses. Don and Fifth Third Securities, Inc. strive to offer a comprehensive and customized approach to investing, focused on meeting the specific financial goals of their clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/29/2015 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
10/02/2012 - 05/04/2015
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
12/04/2006 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
01/02/1998 - 12/07/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
10/24/1994 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
07/18/1988 - 10/24/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
05/14/1988 - 07/14/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/21/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/11/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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