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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cafero is an investment advisor representative with TLG Advisors, Inc. based in Littleton, Colorado. Donald has been in the financial services industry since 1984 and has a broad range of experience in financial planning, portfolio management, and insurance. Donald holds a variety of licenses and certifications, including Series 7, 6, 63, and 65 licenses, as well as the Series 26 Principal license. Donald is also a Chartered Financial Consultant (ChFC). Donald is committed to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals.
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.
Placement of institutional funds
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
CO
04/30/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
CT
07/17/2020 - 02/04/2021
SECURITIES AMERICA, INC. (Farmington CT)
CT
01/07/2016 - 07/17/2020
INVESTACORP, INC. (Farmington CT)
CT
09/02/2008 - 12/31/2015
NFP ADVISOR SERVICES, LLC (WESTPORT CT)
CT
10/20/1998 - 07/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
08/15/1983 - 08/31/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/15/1983 - 08/31/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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