Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Emanuel Sommese is a registered representative of Morgan Stanley and has been in the financial services industry since 1984. Donald is also a registered Investment Advisor Representative and has been actively involved in the industry for over 39 years. Donald has worked for Morgan Stanley and its predecessor firms since 2007. Donald holds numerous professional licenses and certifications, including Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, and SIE. Donald is committed to providing his clients with comprehensive financial advice and services.
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
NH
07/10/2018 - Present
Morgan Stanley (Manchester NH)
NH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER NH)
NH
06/20/1984 - 04/02/2007
MORGAN STANLEY DW INC. (NASHUA NH)
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
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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