Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bruce Jaynes has over 30 years of experience in the financial services industry. Donald Jaynes is currently registered with LPL Financial LLC and has held previous positions with CADARET, GRANT & CO., INC. and TUTTLE SECURITIES CORPORATION. Donald Jaynes is a Registered Representative and Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory services
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.
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NY
03/12/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
03/20/1995 - 10/12/2020
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
08/06/1991 - 03/03/1995
TUTTLE SECURITIES CORPORATION (SYRACUSE NY)
NJ
06/20/1991 - 07/30/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/07/1997
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 09/06/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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