Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dean Cohee is a financial advisor with over 40 years of experience in the industry. Donald has been registered with LPL Financial LLC since April 17, 2024. Prior to joining LPL Financial LLC, Donald worked for several other firms including Crown Capital Securities, L.P., Mutual Service Corporation, Titan/Value Equities Group, Inc., Integrated Resources Equity Corporation, FSC Securities Corporation, and Waddell & Reed, Inc. Donald holds the Series 63, SIE and Series 7 licenses. Donald is registered in Oregon and Washington.
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.
1
2
OR
04/17/2024 - Present
LPL Financial LLC (PORTLAND OR)
CA
07/21/1999 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
12/12/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/10/1986 - 12/22/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/05/1984 - 10/17/1986
FSC SECURITIES CORPORATION
NA
10/15/1981 - 02/27/1984
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/20/1981 - 09/15/1981
WADDELL & REED, INC.
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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