Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Allen Stahl is a financial professional with over 20 years of experience in the industry. Donald is currently registered with Private Advisor Group, LLC and has been with them since 2022. Donald holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Donald has worked with a number of firms over the years, including UVEST FINANCIAL SERVICES GROUP, INC., PURSHE KAPLAN STERLING INVESTMENTS, CADARET, GRANT & CO., INC., and PRUCO SECURITIES CORPORATION. Donald is a dedicated professional who is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/03/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NC
08/29/2007 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/11/2003 - 08/21/2007
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
03/24/2000 - 06/02/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
04/14/1999 - 04/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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