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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hurwitz is a registered investment advisor representative with Greenbelt Investment Advisors, LLC. Donald has been in the industry since 1997 and has experience with a variety of investment products and services. Donald Hurwitz is also a professor of management at Austin Community College and a lecturer at Texas State University. Donald Hurwitz works with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Donald Hurwitz provides financial planning and portfolio management services.
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.
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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TX
12/07/2010 - Present
Greenbelt Investment Advisors, LLC (ROUND ROCK TX)
TX
01/26/2011 - 02/25/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
TX
02/01/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
02/06/2006 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
01/02/2004 - 02/03/2006
SWS FINANCIAL SERVICES (AUSTIN TX)
NY
09/15/1997 - 01/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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