Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dalton is a financial advisor at SPC, a firm based in Ann Arbor, MI. Donald has over 20 years of experience in the financial services industry. Donald is a registered representative with FINRA and the state of Florida. Donald has a Series 7, Series 31, and SIE licenses, and is a graduate of Niagara University. Donald is committed to providing personalized financial advice to individuals, families, and businesses. He works with clients to develop customized financial plans, including retirement planning, investment management, and estate planning. Donald is dedicated to helping his clients achieve their financial goals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
11/25/2024 - Present
SPC (ANN ARBOR MI)
MA
01/27/2012 - 10/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Hingham MA)
MA
06/15/2007 - 01/31/2012
WELLS FARGO ADVISORS, LLC (BOSTON MA)
MA
05/03/2004 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MO
07/02/2001 - 05/20/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/18/2000 - 05/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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