Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Haines III is a financial advisor with over 6 years of experience in the industry. Donald Haines III is currently registered with LPL Financial LLC and has been with the firm since April 2021. Prior to joining LPL Financial LLC, Donald Haines III was with Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Donald Haines III holds Series 6, 7, 31, 63, 66, and SIE licenses. Donald Haines III specializes in providing investment advice and financial planning services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/17/2023 - Present
LPL Financial LLC (MARLBORO NJ)
NJ
02/27/2023 - 10/16/2023
CITIZENS SECURITIES, INC. (LYNDHURST NJ)
NJ
04/19/2021 - 03/03/2023
LPL FINANCIAL LLC (ISELIN NJ)
NJ
03/06/2020 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
06/22/2017 - 03/11/2020
J.P. MORGAN SECURITIES LLC (WHIPPANY NJ)
NJ
03/15/2006 - 03/30/2006
PNC INVESTMENTS (LAWRENCEVILLE NJ)
NY
07/22/2005 - 01/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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