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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 David Massey is an investment advisor representative with Capital Markets IQ, LLC, with an active IA scope in Massachusetts. Donald has been in the industry for over 40 years, and has a wealth of experience in providing financial advice. He has worked with various firms throughout his career, including Essex Securities LLC, Investors Capital Corp., Royal Alliance Associates, Inc., and Guardian Investor Services Corporation. Donald is licensed to provide investment advice in multiple areas and holds Series 6, 63, and 65 licenses. He has also passed the Series 22 exam. Donald is experienced in working with a range of clients, including individuals, corporations, and pension and profit-sharing plans. Donald specializes in providing financial planning, business consulting, 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.
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.
Business consulting
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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2
TX
05/02/2016 - Present
Capital Markets IQ, LLC (ARLINGTON TX)
MA
01/01/2010 - 12/31/2010
ESSEX SECURITIES LLC (DEDHAM MA)
MA
09/30/2002 - 01/01/2010
INVESTORS CAPITAL CORP. (DEDHAM MA)
AZ
10/25/1993 - 09/30/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/19/1981 - 10/25/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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