Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Francis Pawluk is a financial advisor with Kestra Advisory Services, LLC, working out of the Port Jefferson, NY branch office. Donald has been in the financial industry since September 2004 and has a broad range of experience working with clients to achieve their financial goals. Donald is registered with FINRA and the state of New York.
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.
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
NY
09/14/2022 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
NE
10/16/2018 - 12/31/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NE
04/13/2016 - 07/30/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
07/14/2015 - 03/23/2016
SCOTTRADE, INC. (SAINT JAMES NY)
IL
06/23/2014 - 10/21/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
04/08/2004 - 01/13/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
07/02/2002 - 03/23/2004
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
07/17/2000 - 06/07/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2017
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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