Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Eugene Thomas is a financial advisor with over 30 years of experience in the industry. Donald is registered with Janney Montgomery Scott LLC and has been with the firm since 2008. Prior to Janney Montgomery Scott LLC, Donald worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Donald's background includes a diverse range of experience, including investment advisory and brokerage services. Donald is licensed to provide financial services in multiple states, including California, Florida, Pennsylvania, Texas, and others. Donald has Series 7, 63, and 65 licenses as well as a SIE certification. Donald holds Series 7, 63, and 65 licenses as well as a SIE certification. Donald is committed to providing personalized financial guidance to clients based on their individual needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/08/2022 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
07/31/1993 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
NY
01/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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