Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Furlong is a financial advisor with over 39 years of experience in the industry. Donald has a Series 6, 7, 22, 24 and 63 licenses and is a CERTIFIED FINANCIAL PLANNER™. Donald currently works for LPL Financial LLC and Total Clarity Wealth Management, Inc. His previous employer was New England Securities. Donald is registered with the state of Florida and 7 other states. Donald is currently registered with the state of Florida as an Investment Advisor Representative and has been registered as an Investment Advisor Representative with the state of Florida since 2021-08-27. Donald also has a Series 24 license. Donald has a variety of experience in the financial industry. Donald specializes in helping individuals, businesses, charitable organizations and pension and profit sharing plans with their financial needs.
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.
1
2
FL
08/27/2021 - Present
LPL Financial LLC (SARASOTA FL)
FL
07/13/1984 - 06/06/2013
NEW ENGLAND SECURITIES (TAMPA FL)
BC
Issued 07/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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