Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donal? Claim Your ProfileDonal Edward Barrett is an investment advisor representative, registered with Vanguard Advisers, Inc. Donal has been in the securities industry for over 11 years. Donal is registered with the states of Texas and North Carolina. Donal has passed the Series 7, 6, 63, and 65 exams as well as the SIE. Previously, Donal was associated with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and UST Financial Services Corp.
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.
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
NC
12/02/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
04/24/2013 - 08/05/2014
MORGAN STANLEY (CHARLOTTE NC)
NC
08/23/2012 - 11/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
11/05/1997 - 09/25/2000
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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