Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Irwin is a financial advisor with over 30 years of experience in the industry. Donald has been with Wealthpenn.comllc since 2009, working out of the Mandeville, LA office. Prior to joining Wealthpenn.comllc, Donald held positions at Citigroup Global Markets Inc., Lehman Brothers Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. Donald specializes in working with clients in a variety of categories, including high-net-worth individuals, insurance companies, corporations, charitable organizations, investment companies, and pension and profit sharing plans. Donald holds a Series 7 and Series 63 license, and has a bachelor's degree in business administration from the University of Texas at Austin.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
03/28/2016 - Present
Wealthpenn.comllc (Mandeville LA)
LA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANDEVILLE LA)
NY
03/08/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1988 - 03/16/1991
F.N. WOLF & CO., INC.
NA
02/02/1987 - 02/23/1988
SHERWOOD CAPITAL, INC.
NA
12/26/1986 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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