Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Blumberg is an Investment Advisor Representative who has been in the industry for over 10 years and is currently registered with IC Advisory Services, Inc. Donald Blumberg is a Certified Financial Planner and specializes in providing comprehensive financial planning, portfolio management, and pension consulting services to a variety of 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.
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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NY
02/14/2024 - Present
IC Advisory Services, Inc. (EAST ISLIP NY)
BOTH
Issued 07/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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