Unclaimed
Donald A. Annino is a registered investment advisor representative of Lord, Abbett & Co. LLC. Donald has been working in the financial industry for over 25 years. Donald has a wide range of experience in providing investment advice to individuals, businesses, and institutions. In addition to holding his Series 7, 9, 10, 63, and 65 licenses, Donald is registered with the state of New Jersey. Donald is dedicated to providing his clients with personalized investment advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
01/25/2006 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
MO
07/01/2003 - 01/06/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/05/1995 - 06/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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