Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Weston Goetcheus is a financial professional with over 30 years of experience in the industry. Don is currently registered with Charles Schwab & Co., Inc. and has been working with them since June 2023. Prior to joining Charles Schwab, Don held positions at TD Ameritrade, Inc., Ameriprise Financial Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Fifth Third Securities, Inc., Wachovia Securities, Inc., First Union Capital Markets Corp., Invest Financial Corporation, FMB Investment Services, and Royal Securities Company. Don is also registered with the state of Michigan as an Investment Advisor Representative.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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MI
06/30/2023 - Present
Charles Schwab & CO., Inc. (Grand Rapids MI)
MI
06/28/2023 - 07/29/2024
TD AMERITRADE, INC. (Grand Rapids MI)
MI
01/13/2012 - 06/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Grand Rapids MI)
MI
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (GRAND RAPIDS MI)
MI
05/19/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
OH
10/25/2002 - 05/19/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
10/01/1999 - 10/07/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
03/15/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
WI
06/28/1994 - 04/16/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
04/04/1994 - 04/16/1996
FMB INVESTMENT SERVICES (HOLLAND MI)
MI
04/14/1993 - 04/07/1994
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
IA
Issued 01/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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