Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Clarence Goettemoeller is a registered representative with United Planners' Financial Services of America A Limited Partner, based in Sidney, Ohio. Donald has been in the financial services industry since January 5, 2001, and holds Series 7 and Series 66 securities licenses. Donald is also a managing shareholder/CPA at McCrate, Delaet & Co., providing tax preparation, accounting, bookkeeping, and CPA services. Donald is a managing member of Al-Stan Acres, LLC, a real estate business. Donald is also a member of McCrate Wealth Management, LLC, a business providing financial advisory services. Donald has a long history of experience in the financial services industry and provides a variety of services to clients, including financial planning, portfolio management, and insurance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/06/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SIDNEY OH)
OH
10/25/2019 - 09/12/2022
AVANTAX INVESTMENT SERVICES, INC. (SIDNEY OH)
OH
01/05/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SIDNEY OH)
BOTH
Issued 01/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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