Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Montgomery is a financial professional with over 10 years of experience. Donald is a registered representative with MML Investors Services, LLC in Mechanicsburg, Pennsylvania. Donald holds Series 6, 62, 63, and 65 licenses and is a Series 26 principal. Donald's expertise includes financial planning, pension consulting, portfolio management, and educational seminars. Donald is also a registered investment adviser in Pennsylvania.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/24/2011 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
IA
Issued 12/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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