Unclaimed
Donald Edward Headley is a financial advisor with over 37 years of experience in the industry. Donald currently works with LPL Financial LLC in East Lansing, Michigan. He is a registered representative with FINRA and a registered investment advisor in Michigan. Prior to joining LPL Financial LLC, Donald worked with Sigma Financial Corporation, Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
MI
05/17/2023 - Present
LPL Financial LLC (EAST LANSING MI)
MI
04/10/2017 - 05/15/2023
SIGMA FINANCIAL CORPORATION (EAST LANSING MI)
MI
12/05/1995 - 04/12/2017
SECURITIES AMERICA, INC. (LANSING MI)
NY
06/18/1985 - 12/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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