Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gerard Beier is a financial professional with over 38 years of experience in the industry. Donald currently is associated with Siebert Williams Shank & Co., LLC, where he has been employed since 10/19/2010. Previously, Donald was associated with Muriel Siebert & Co., Inc., Loop Capital Markets LLC, Morgan Stanley & Co., Incorporated, William E. Simon & Sons Municipal Securities, Inc., E.A. Moos & Co. L.P., Halpert And Company, Inc., GGB Holding Inc., Kidder, Peabody & Co. Incorporated and Paine Webber Incorporated. Donald holds licenses Series 3, 7, 52TO, 63 and 30. Donald is registered in California, New Jersey and New York.
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
NY
10/19/2010 - Present
Siebert Williams Shank & CO., LLC (NEW YORK NY)
NY
09/20/2013 - 03/23/2015
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NY
03/24/2003 - 10/19/2010
LOOP CAPITAL MARKETS LLC (NEW YORK NY)
NY
10/14/1999 - 03/20/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
12/03/1990 - 09/27/1999
WILLIAM E. SIMON & SONS MUNICIPAL SECURITIES, INC. (MORRISTOWN NJ)
NJ
08/23/1989 - 10/18/1990
E.A. MOOS & CO. L.P. (SUMMIT NJ)
NJ
12/07/1988 - 08/26/1989
HALPERT AND COMPANY, INC. (MILLBURN NJ)
NA
06/10/1987 - 11/15/1988
GGB HOLDING INC.
NA
11/07/1986 - 06/02/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
04/18/1984 - 10/30/1986
PAINEWEBBER INCORPORATED
BC
Issued 12/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2002
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Beier is the right advisor for you? Invested Better is here to help.
