Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gresh is an Investment Advisor Representative at Glassman Wealth Services, LLC in Vienna, Virginia. Donald has been a financial advisor since 2013. Donald received his Certified Financial Planner designation. Donald is licensed to provide financial advice in Virginia and Maryland. Donald also has a Series 65 license. Donald has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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.
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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VA
06/22/2022 - Present
Glassman Wealth Services, LLC (VIENNA VA)
IA
Issued 04/08/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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