Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hahn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald has been a financial advisor for over 12 years. Donald has experience working with individuals, businesses, corporations, and retirement plans. Donald also provides financial planning, investment management, and portfolio management services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OR
08/16/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEND OR)
OR
03/03/2023 - 08/19/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Bend OR)
FL
09/02/2022 - 11/01/2022
COMMONGOOD SECURITIES LLC (WINTER PARK FL)
OR
05/06/2011 - 08/01/2013
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
01/01/2004 - 07/09/2004
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 05/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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