Unclaimed
Donald Chamberlin is an investment advisor representative with Prosperity Capital Advisors. Donald has been working in the financial services industry for over 30 years. Donald's firm specializes in providing financial planning and portfolio management for individuals and businesses. Donald is also a licensed insurance agent and a member of the American Financial Education Alliance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
02/16/2018 - Present
Prosperity Capital Advisors (St. Louis MO)
MO
07/10/2008 - 06/18/2009
SYNERGY INVESTMENT GROUP, LLC (ST. LOUIS MO)
MO
01/31/2006 - 08/18/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ST. LOUIS MO)
CA
04/16/2003 - 01/30/2006
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
04/12/2002 - 04/22/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
08/17/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CA
11/17/1993 - 09/15/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
12/06/1991 - 08/10/1993
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
OH
12/17/1990 - 11/08/1991
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
08/01/1989 - 12/20/1990
USA FINANCIAL GROUP, INC.
NA
02/03/1989 - 08/02/1989
QUESTOR FINANCIAL SERVICES
NA
07/29/1985 - 01/26/1989
BNL SECURITIES INC.
IA
Issued 07/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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