Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ivanovich is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 25 years of experience in the financial services industry. Donald is registered in 53 states and 2 territories for both brokerage and investment advisory services. Donald has a strong focus on providing investment advice and portfolio management services to high-net-worth individuals, corporations, and institutions. Donald has also worked at Great Point Capital LLC, SCOTTRADE, INC., A. G. Edwards & Sons, Inc., and GRUNTAL & CO., L.L.C. Donald is well-equipped to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
01/18/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
CA
06/03/2015 - 10/13/2016
SCOTTRADE, INC. (OAKLAND CA)
IL
10/14/2003 - 06/04/2015
GREAT POINT CAPITAL LLC (CHICAGO IL)
MO
12/04/2000 - 11/21/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/06/1997 - 10/11/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
06/07/1996 - 04/28/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Ivanovich is the right advisor for you? Invested Better is here to help.
