Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Anthony Edmunds is an investment advisor representative with Edelman Financial Engines. Donald has been in the industry since 1998 and has experience at firms like Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Lincoln Financial Distributors, Inc. Donald holds the Series 7, Series 22, Series 63 and Series 65 licenses.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
08/08/2024 - Present
Edelman Financial Engines (Pittsburgh PA)
PA
03/31/2018 - 03/22/2019
FORESIDE FUND SERVICES, LLC (Pittsburgh PA)
NY
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
11/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
03/17/2006 - 07/24/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
08/25/2003 - 12/17/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
03/28/2001 - 11/19/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
PA
12/31/2000 - 04/02/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
07/28/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NJ
08/25/1998 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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