Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lippert is a financial professional with over 25 years of experience in the financial services industry. Donald has a strong background in providing financial advice and wealth management services to individuals, families, and institutions. Donald is currently a registered representative of Hantz Financial Services, Inc., where Donald has been employed since 1999. Donald previously worked at VESTAX SECURITIES CORPORATION and American Express Financial Advisors Inc. Donald holds several professional licenses, including the Series 7, Series 27, and Series 63.
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.
Helps you choose top advisors aligned with your financial goals.
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
MI
06/23/1999 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
OH
12/19/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
10/15/1996 - 10/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1996 - 10/25/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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