Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kinsey is an investment advisor representative and securities agent registered with Stifel, Nicolaus & Company, Inc. based in Dallas, TX. Donald has 27 years of experience in the securities industry. Prior to joining Stifel, Nicolaus & Company, Inc., Donald worked at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC. Donald holds Series 7, Series 63 and Series 66 licenses. Donald offers a range of investment advisory services including portfolio management, financial planning, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/21/2016 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
01/16/2015 - 02/17/2016
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
TX
03/06/2009 - 01/20/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
01/09/2004 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MA
06/18/2003 - 01/13/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/28/2001 - 07/24/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/03/1997 - 03/17/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
04/24/1996 - 09/03/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
RI
01/23/1995 - 05/10/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
07/29/1994 - 12/21/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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