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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 Anthony Canade is a financial advisor with Fidelity Personal and Workplace Advisors. Donald has been in the financial industry since 1995. He has been with Fidelity Personal and Workplace Advisors since 2001. Donald is a Certified Financial Planner and holds Series 7, 24, 63 and 66 licenses. Donald specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. He is also registered in 26 states and the District of Columbia.
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.
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.
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
NY
07/14/2020 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
FL
04/22/1998 - 03/20/2001
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
01/31/1997 - 01/30/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
FL
06/08/1995 - 01/31/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
FL
02/22/1995 - 06/09/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
02/22/1995 - 02/23/1995
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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