Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Musnicki is a financial professional with over 30 years of experience in the securities industry. Donald is currently registered with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Donald is a Series 6, 7, 63 and 65 licensed representative and holds the SIE designation. Donald has previously been registered with several firms including Tucker Anthony Incorporated, McDonald Investments Inc. and KEY Investments Inc. Donald's experience includes a range of financial services for both individuals and businesses. Donald also serves on the Board of Directors of the Lewis County General Hospital.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
03/04/2024 - Present
RBC Capital Markets, LLC (WATERTOWN NY)
MA
07/05/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
OH
05/14/1999 - 07/11/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
09/18/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
02/06/1996 - 08/02/1996
PMG SECURITIES CORPORATION (ELGIN IL)
GA
06/06/1994 - 12/31/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
VA
03/13/1991 - 05/04/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
08/10/1988 - 05/02/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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