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 Malmo is a registered representative with Raymond James & Associates, Inc. Donald has been in the financial services industry since 2013. Donald is licensed to provide investment advice in Tennessee and Texas. Donald has a wide range of experience, having worked at both Duncan-Williams, Inc. and Raymond James & Associates, Inc. Donald holds licenses for both Securities and Investment Advisory.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
09/29/2021 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
10/11/2013 - 04/23/2021
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/16/2015
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 10/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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