Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Erskine Burns is a financial advisor with over 40 years of experience in the industry. Donald is registered with MML Investors Services, LLC and has held previous roles with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Donald is licensed to provide financial advice in Florida, Massachusetts, New York and Texas. Donald specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (SYRACUSE NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
01/10/1978 - 01/02/2015
NEW ENGLAND SECURITIES (Syracuse NY)
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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