Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Frank Stanyon is a financial advisor who has been in the industry since 1993. Donald is currently registered with LPL Financial LLC and has been with the firm since 2000. Donald is a Series 7 and Series 63 licensed representative and has passed the General Securities Principal Examination (Series 24) and the Securities Industry Essentials Examination (SIE). Donald provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (GLOVERSVILLE NY)
CA
11/01/1996 - 05/01/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
10/23/1992 - 07/03/1996
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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