Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McDuffee is a financial advisor with over 30 years of experience in the industry. Donald currently works at Bay Crest Partners, LLC and is registered in the state of New York. Donald has held previous roles with Whitaker Securities LLC, BGC Financial, L.P., Tradition Asiel Securities Inc., and several other firms. Donald holds licenses for Series 3, 4, 5, 7, 24, 55, 57TO and SIE.
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.
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2
NY
05/14/2021 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
01/02/2013 - 11/18/2022
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
11/16/2009 - 12/06/2012
BGC FINANCIAL, L.P. (GARDEN CITY NY)
NY
09/27/2006 - 11/12/2009
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
NY
10/24/2005 - 05/11/2006
GOLDENBERG, HEHMEYER & CO. (GARDEN CITY NY)
IL
09/19/2005 - 10/21/2005
GELBER SECURITIES, LLC (CHICAGO IL)
NJ
10/23/2001 - 07/27/2005
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
CT
11/03/2000 - 10/18/2001
WEEDEN & CO.L.P. (GREENWICH CT)
NY
04/16/1997 - 10/31/2000
GARBAN LLC (NEW YORK NY)
NY
05/28/1991 - 04/02/1997
EXCO RMJ SECURITIES CORP. (NEW YORK NY)
NA
05/03/1991 - 04/02/1997
EXCO RMJ INTERNATIONAL INC.
NY
12/12/1989 - 04/01/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/23/1988 - 12/21/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
05/03/1988 - 09/13/1988
J. T. MORAN & CO., INC.
NA
03/16/1988 - 05/18/1988
GREENTREE SECURITIES CORP.
BC
Issued 03/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/10/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/30/1995
Series 5 - Interest Rate Options Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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