Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Henriksen Gage has been in the financial industry since May 30, 1977. Donald is a Registered Representative and Investment Advisor Representative. Donald has been with IP Financial Advisory Services LLC since May 2022. Prior to that, Donald was with InterVest International Equities Corporation for 15 years and Robert W. Baird & Co. Incorporated for 10 years. Donald has a Series 3, 5, 7, and 63 license. Donald is also a Certified Financial Planner. Donald has a broad range of experience in the financial industry and is committed to providing clients with personalized financial advice and services. Donald specializes in consulting services to qualified retirement plans, financial planning, and portfolio management for individuals and businesses.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
FL
05/18/2022 - Present
IP Financial Advisory Services LLC (Dunedin FL)
FL
04/04/2005 - 11/02/2020
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Dunedin FL)
WI
04/17/1995 - 04/15/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
02/24/1978 - 04/06/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/20/1975 - 02/24/1978
REYNOLDS SECURITIES, INC.
BC
Issued 10/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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