Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kalil is an investment advisor representative with Affinity Wealth Management LLC. Donald has over 30 years of experience in the financial services industry and is a Registered Representative. Donald has also been a registered Investment Advisor Representative for over 20 years, and has worked with a number of firms including Coastal Equities, Inc., and Centaurus Financial, Inc. Donald has Series 2, 6, 62, 63 and 65 licenses and has completed the SIE exam. Donald specializes in working with high-net-worth individuals, corporations, and charitable organizations. Donald can help clients with a wide range of financial planning needs, including retirement planning, college savings, estate planning, and insurance. Donald also provides portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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
DE
02/09/2018 - Present
Affinity Wealth Management LLC (WILMINGTON DE)
DE
10/09/2013 - 04/22/2016
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
08/09/2004 - 10/03/2013
CENTAURUS FINANCIAL, INC. (WILMINGTON DE)
AZ
01/31/2002 - 08/11/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 06/03/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/1986
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Donald Kalil is the right advisor for you? Invested Better is here to help.
