Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ellwood Graham is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with Equitable Advisors, LLC, and has been with the firm since July 2024. Donald is also registered with the following states: Florida, New Jersey, North Carolina and Pennsylvania. Previously, Donald has held positions at Ameriprise Financial Services, LLC, Avantax Investment Services, Inc., J.P. Turner & Company, L.L.C. and PFS Investments Inc. Donald is a graduate of Eastampton School and holds several industry licenses, including Series 6, Series 63, Series 65, and SIE. Donald specializes in providing financial planning, investment management, and pension consulting services to individuals and families. In addition to financial services, Donald is also involved in several other business activities including Graham Financial Services LLC where he serves as the owner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/24/2024 - Present
Equitable Advisors, LLC (MOORESTOWN NJ)
NJ
05/16/2022 - 08/17/2022
AMERIPRISE FINANCIAL SERVICES, LLC (MOUNT LAUREL NJ)
NJ
07/31/2015 - 06/01/2022
AVANTAX INVESTMENT SERVICES, INC. (Eastampton NJ)
NJ
05/07/2007 - 08/12/2015
J.P. TURNER & COMPANY, L.L.C. (EASTHAMPTON NJ)
GA
05/03/2002 - 05/08/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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