Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald A. Cavalcanto is a financial advisor with over 40 years of experience in the industry. Donald is a Registered Representative at Janney Montgomery Scott LLC, a firm with more than 100 years of experience serving individual investors, families, and businesses. Donald has extensive experience in investment management, financial planning, and retirement planning. He is a Certified Financial Planner and holds a Series 1, 63, 18, and SIE license. Donald has been registered with the Securities and Exchange Commission since 1972 and is currently registered in California, New Jersey, North Carolina, and Pennsylvania.
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.
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.
Fee plus commission
1
2
PA
08/04/2005 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
NA
05/19/1988 - 12/14/1988
PENNSYLVANIA MERCHANT GROUP LTD.
NA
02/28/1979 - 03/08/1984
JANNEY MONTGOMERY SCOTT INC.
NA
07/17/1978 - 04/08/1979
HERZFELD & STERN
NA
03/16/1978 - 06/02/1978
FIN-PLAN INVESTMENTS, INC.
NA
02/02/1972 - 12/07/1977
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 05/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 18 - Securities Industry Rules and Regulations Examination
BC
Issued 01/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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