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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald J Fry is a financial advisor with over 43 years of experience in the industry. Donald joined Equitable Advisors, LLC in 1999 and has held various roles throughout his career. Previously, Donald was employed with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donald has passed a variety of industry exams including the Series 63, Series 65, Series 7, Series 1, Series 22TO, Series 24, and Series 6TO. Donald is currently registered as a Registered Representative and Investment Advisor Representative in Florida and Missouri. Donald's specializations include insurance, annuities, retirement planning, mutual funds, and investment advisory services.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
04/03/2000 - Present
Equitable Advisors, LLC (COLUMBIA MO)
NY
08/31/1979 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/31/1979 - 03/21/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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