Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Curristan is a financial professional with over 20 years of experience in the industry. Donald is currently registered with The Leaders Group, Inc. and Lion Street Financial, LLC. Donald has held previous positions with M HOLDINGS SECURITIES, INC. and MUTUAL SERVICE CORPORATION. Donald is registered in 13 states and holds the Series 6, Series 63, and SIE licenses.
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
CO
07/07/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
12/07/2000 - 05/12/2014
M HOLDINGS SECURITIES, INC. (SAN DIEGO CA)
MA
05/20/1998 - 12/08/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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