Unclaimed
Donald Bardeen is a financial professional with over 30 years of experience in the industry. He is currently registered with Avantax Investment Services, Inc. in New York and Florida. Donald holds the Series 6, Series 63, and SIE licenses. Donald has previously been registered with LifeMark Securities Corp. and EQ Financial Consultants, 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.
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
01/17/2002 - Present
Avantax Investment Services, Inc. (SPENCERPORT NY)
NY
01/06/1997 - 11/30/2001
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
05/11/1992 - 01/27/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/11/1992 - 01/27/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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