Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Coggins is an investment professional with over 15 years of experience in the financial services industry. Donald has been a registered representative with LPL Financial LLC since October 2010. Prior to joining LPL Financial, Donald worked with Edward Jones for over 5 years. Donald holds the Series 7, Series 63, and Series 66 securities licenses and is registered in several states. Donald is a member of LPL Financial LLC and is dedicated to providing clients with personalized financial advice and investment management services.
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.
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2
NC
10/15/2010 - Present
LPL Financial LLC (SALISBURY NC)
NC
04/05/2005 - 10/18/2010
EDWARD JONES (SALISBURY NC)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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