Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Furman is a financial advisor with Grove Point Advisors, LLC, registered with the state of Arizona. Donald has been working in the financial services industry since June 22, 2000. Donald holds FINRA Series 6, 7, and 63 licenses as well as the SIE exam. Donald also holds the Certified Financial Planner designation. Donald has prior experience with Genworth Financial Securities Corporation and C.J.M. Planning Corp.
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.
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AZ
04/01/2021 - Present
Grove Point Advisors, LLC (Queen Creek AZ)
NY
10/24/2005 - 07/15/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (HARRIMAN NY)
NJ
06/11/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MA
06/22/2000 - 06/14/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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