Unclaimed
Donald Horne has been an active financial professional since December 1996. Donald is registered with Cetera Investment Advisers LLC and is currently licensed in Rhode Island and Texas. Donald is a Certified Financial Planner and provides financial planning, pension consulting, and portfolio management services for individuals and businesses. Donald is also a member of the board of directors and CFO of Pioneer Financial Group.
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.
A percentage of the total value of assets under management is charged.
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2
RI
08/10/2023 - Present
Cetera Investment Advisers LLC (WARWICK RI)
RI
12/21/1999 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
NJ
11/27/1996 - 11/24/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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