Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gilin has been in the financial industry since December 1985. Donald is currently registered with Valmark Advisers, Inc. Donald's primary office is located in Mason, MI. Donald has been a registered representative for over 30 years. Donald has also been a registered investment advisor representative for over 30 years. Donald has experience in the following areas: financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Donald is also licensed in multiple states across the United States.
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.
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.
Consulting
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.
1
2
MI
06/19/2018 - Present
Valmark Advisers, Inc. (MASON MI)
MI
10/11/2001 - 07/20/2011
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
MI
02/01/1989 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
MA
11/20/1985 - 05/25/1989
MANEQUITY, INC. (BOSTON MA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Gilin is the right advisor for you? Invested Better is here to help.
