Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mattran is a financial advisor and investment advisor representative for Foundry Wealth Advisors, LLC. Donald has been in the financial services industry for over 25 years, most recently joining Foundry Wealth Advisors, LLC in 2016. Donald has experience in a variety of financial services areas and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Donald is registered to provide investment advisory services in Maryland and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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
MD
12/06/2022 - Present
Foundry Wealth Advisors, LLC (BALTIMORE MD)
MD
05/26/2011 - 10/13/2016
COASTAL EQUITIES, INC. (BALTIMORE, MD)
MD
05/26/2000 - 05/24/2010
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
VA
02/01/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MD
08/12/1993 - 02/01/1996
LOYOLA INVESTMENT SERVICES, INC. (TOWSON MD)
IA
Issued 06/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/24/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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