Unclaimed
Donald Gambridge is a financial professional with over 40 years of experience in the industry. Donald is currently registered with Allstate Financial Services, LLC, and has been with the firm since 2017. Prior to that, Donald was employed by State Farm VP Management Corp., Phoenix Equity Planning Corporation, and Walnut Street Securities, Inc. Donald is a licensed securities representative in Pennsylvania, and holds a variety of securities licenses, including Series 7, 24, 26, 63, and 66. Donald specializes in financial planning, insurance, and investment management.
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.
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.
1
2
PA
12/22/2021 - Present
Allstate Financial Services, LLC (Bloomsburg PA)
IL
03/27/2018 - 10/18/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
PA
03/23/2017 - 04/13/2018
ALLSTATE FINANCIAL SERVICES, LLC (Pittsburgh PA)
PA
04/09/2009 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (SEWICKLEY PA)
CT
04/03/2007 - 01/07/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
04/26/1999 - 05/03/2007
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
08/31/2004 - 03/12/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/31/2004 - 03/12/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/31/2004 - 03/12/2007
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
10/20/1994 - 04/29/1999
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
11/14/1988 - 10/25/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
01/31/1986 - 11/22/1988
TRAVELERS EQUITIES SALES, INC.
NA
04/29/1982 - 01/13/1986
ALLEGHENY INVESTMENTS, LTD.
BC
Issued 05/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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