Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bradley Biddle is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Donald has over 25 years of experience in the financial industry. Donald is a registered representative in Florida and Georgia and a registered investment advisor in Florida. Donald has passed the Series 63, Series 65, Series 7 and SIE exams. Donald's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. In addition to Donald's work with Cambridge Investment Research Advisors, Inc. Donald also has experience working with GWN Securities, Inc., Medallion Investment Services, Inc. and Securities Service Network, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
05/06/2014 - Present
Cambridge Investment Research Advisors, Inc. (FORT LAUDERDALE FL)
FL
11/02/2009 - 05/01/2014
GWN SECURITIES INC. (FT. LAUDERDALE FL)
FL
12/02/1998 - 11/12/2009
MEDALLION INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
TN
10/08/1997 - 12/03/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 01/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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