Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Reynolds is a financial professional with over 20 years of experience in the financial services industry. Donald is currently registered with Morgan Stanley and has been with the firm since 2014. Donald holds the Series 7, 31, and 66 securities licenses and the SIE exam. Donald is also registered in 48 states and the District of Columbia. Prior to joining Morgan Stanley, Donald was registered with CITIGROUP GLOBAL MARKETS INC. from 2005 to 2009 and AXA ADVISORS, LLC from 2003 to 2005.
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
OH
02/20/2020 - Present
Morgan Stanley (Centerville OH)
OH
07/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
NY
08/15/2003 - 07/11/2005
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 11/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2003
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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