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 Scharenberg is a financial advisor with over 40 years of experience in the financial industry. Donald Scharenberg has been registered with Stifel, Nicolaus & Company, Inc. since 2013. Previously, Donald Scharenberg was registered with Morgan Stanley from 2009 to 2013, Citigroup Global Markets Inc. from 1993 to 2009, Lehman Brothers Inc. from 1986 to 1993, and Foster & Marshall Inc. from 1979 to 1986. Donald Scharenberg holds Series 3, 5, 7, 8, 9, 10, 15, 63 and 65 licenses. Donald Scharenberg specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
ID
04/25/2018 - Present
Stifel, Nicolaus & Company, Inc. (COEUR D'ALENE ID)
ID
06/01/2009 - 06/04/2013
MORGAN STANLEY (COEUR D'ALENE ID)
ID
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
NY
01/10/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/01/1979 - 01/16/1986
FOSTER & MARSHALL INC.
IA
Issued 05/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 10/03/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/25/1982
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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