Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Chao is an investment professional with over 3 years of experience in the financial services industry. Donald is currently registered with PJT Partners LP and is licensed in California and New York. Donald has passed the Series 79TO and Series 63 exams. Donald has experience with J.P. Morgan Securities LLC and SMBC Nikko Securities America, Inc.
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.
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.
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2
CA
02/13/2024 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
06/24/2021 - 01/24/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NY
06/19/2020 - 05/06/2021
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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