Unclaimed
Donald Carl Eliason is a registered representative with Raymond James & Associates, Inc. Donald has been in the securities industry since July 24, 1986. Donald is licensed to sell securities in 26 states and is also registered with FINRA. Donald's career has included roles at a number of firms including J.P. Morgan Securities Inc., William R. Hough & Co., Sterne, Agee & Leach, Inc., SAL Financial Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated.
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.
Please see note in schedule d - miscellaneous
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
05/16/2001 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
05/01/2001 - 05/09/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/26/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
FL
04/07/1997 - 10/15/1999
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
AL
11/14/1995 - 04/23/1997
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
11/14/1995 - 01/20/1996
SAL FINANCIAL SERVICES (BIRMINGHAM AL)
NY
12/04/1990 - 10/31/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
04/08/1987 - 10/02/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/25/1986 - 04/13/1987
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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