Unclaimed
Donald Beattie is a financial advisor with Park Avenue Securities LLC and has been working in the financial industry since November 18, 2008. Donald is registered with the state of Arizona, California, Florida, Kentucky, Minnesota, North Dakota, Texas, and Wisconsin. Donald offers financial planning, educational seminars, and portfolio management for individuals. Donald is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
02/11/2013 - Present
Park Avenue Securities LLC (AUSTIN TX)
BOTH
Issued 12/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Beattie is the right advisor for you? Invested Better is here to help.