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 Terns is an investment advisor representative with SPC. Donald Terns is based out of ANN ARBOR, MI, and has been active in the industry since 1981. Donald Terns works primarily with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Donald Terns's services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Donald Terns has held licenses with other firms including APEX CAPITAL, L.L.C., EAST - WEST CAPITAL CORPORATION, HORIZONS INTERNATIONAL CORPORATION, SECURITY SERVICE CORPORATION, and PENNSYLVANIA SECURITIES COMPANY.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
03/05/2010 - Present
SPC (ANN ARBOR MI)
MI
11/10/1997 - 03/19/1999
APEX CAPITAL, L.L.C. (HARPER WOODS MI)
NA
07/30/1990 - 11/24/1997
EAST - WEST CAPITAL CORPORATION
NA
03/10/1988 - 07/23/1990
HORIZONS INTERNATIONAL CORPORATION
NA
01/04/1988 - 02/18/1988
SECURITY SERVICE CORPORATION
NA
03/12/1981 - 01/12/1988
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 02/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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