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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Fung is a financial advisor with Morgan Stanley. Donald is registered with the state of California and Texas. Donald has been in the financial industry since 1988. Donald has experience at a number of firms, including J.P. MORGAN SECURITIES LLC and CREDIT SUISSE FIRST BOSTON LLC. Donald's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/24/2017 - Present
Morgan Stanley (Menlo Park CA)
CA
03/04/2003 - 03/28/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NY
01/17/2003 - 03/12/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
02/28/2003 - 03/04/2003
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
02/22/1994 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/25/1988 - 03/17/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/19/1988 - 09/09/1988
BARABAN SECURITIES, INC.
BOTH
Issued 01/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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