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. Sada is a financial professional with over 14 years of experience in the financial services industry. Donald is currently registered with Cetera Investment Advisers LLC, a firm with a national presence and a strong commitment to serving a diverse range of clients. Donald's professional background includes experience with several other firms including FIRST ALLIED SECURITIES, INC., J.P. MORGAN SECURITIES LLC, TRUSTMONT FINANCIAL GROUP, INC. and METLIFE SECURITIES INC. Donald holds a variety of licenses including Series 7, Series 24, Series 52TO, Series 53, and Series 66. Donald has experience providing financial advice to individuals, families, and businesses. Donald is committed to helping clients achieve their financial goals.
LOUISVILLE, KY
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.
A percentage of the total value of assets under management is charged.
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2
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
CA
06/23/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
OH
06/05/2017 - 06/14/2021
J.P. MORGAN SECURITIES LLC (Columbus OH)
PA
09/01/2015 - 05/31/2017
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
03/14/2012 - 09/11/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (JOHNSTOWN PA)
PA
01/26/2012 - 09/11/2015
METLIFE SECURITIES INC. (JOHNSTOWN PA)
PA
03/14/2012 - 01/02/2015
NEW ENGLAND SECURITIES (JOHNSTOWN PA)
PA
08/05/2011 - 12/16/2011
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
PA
05/28/2010 - 07/21/2011
ESSEX NATIONAL SECURITIES, INC. (INDIANA PA)
PA
09/03/2008 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANA PA)
BOTH
Issued 2/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/2018
Series 4 - Registered Options Principal Examination
BC
Issued 1/20/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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