Invested Better
Unclaimed

Unclaimed

Unclaimed

Donald A Nachman

Cetera Advisor Networks LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donald? Claim Your Profile

About Donald A Nachman

Donald Nachman is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with Cetera Advisor Networks LLC. Donald has held previous positions with Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., J.P. Turner & Company, L.L.C., Garden State Securities, Inc., and First Montauk Securities Corp.. Donald is licensed to sell securities in 11 states and holds Series 63, Series 7, and SIE licenses. Donald has extensive experience in providing financial advice to individuals and families. Donald specializes in retirement planning, investment management, and estate planning.

Firm Information

Donald Nachman is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donald Nachman’s Registration & Firm History

NJ

08/10/2023 - Present

Cetera Advisor Networks LLC (Manasquan NJ)

NJ

12/13/2018 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)

NJ

03/25/2017 - 12/11/2018

MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)

NJ

01/08/2013 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)

NJ

01/03/2011 - 12/31/2012

J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)

NJ

10/16/2008 - 01/27/2011

GARDEN STATE SECURITIES, INC. (RED BANK NJ)

NJ

01/24/2001 - 10/17/2008

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

FL

06/17/2004 - 06/25/2004

LH ROSS & COMPANY, INC. (BOCA RATON FL)

Not sure if Donald A Nachman is right for you?

Licenses & Designations

BC

Issued 07/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald A Nachman.
Not sure if Donald A Nachman is right for you?