Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Guiswite is a financial advisor at Raymond James Financial Services Advisors, Inc. Donald has been in the industry for 25 years and holds the Series 7, 31, 63 and 65 licenses along with the SIE. Donald's other registrations include Delaware, Florida, New Jersey and Pennsylvania. In addition to offering financial planning and investment advisory services, Donald also offers life insurance sales and service through Specific Solutions. Donald has held positions at multiple financial institutions including Fulton Financial Advisors, Fulton Financial Corporation, Primevest Financial Services, Inc, BISYS Brokerage Services, Inc, T.H.E. Financial Group, LTD and Dean Witter Reynolds Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MYERSTOWN PA)
PA
05/10/2000 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (PALMYRA PA)
MN
05/09/2000 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
PA
02/22/1999 - 05/08/2000
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
NY
06/25/1997 - 10/07/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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