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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 Edward Callaghan is a registered investment advisor representative with Global Strategic Investment Solutions in Scottsdale, Arizona. Donald has been in the financial services industry since 1973 and has a wide range of experience, having worked at companies such as Goldman, Sachs & Co. and SEI Financial Services Company. Donald specializes in portfolio management for individuals and selection of other advisers. Donald is licensed to provide investment advice in Arizona and Texas.
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/01/2018 - Present
Global Strategic Investment Solutions (SCOTTSDALE AZ)
NA
06/01/1989 - 12/31/1994
SEI FINANCIAL SERVICES COMPANY
NA
12/11/1973 - 07/14/1988
GOLDMAN, SACHS & CO.
IA
Issued 03/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 12/06/1973
Series 1 - Registered Representative Examination
Active
Inactive
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