Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McAbier is an Investment Advisor Representative at The Ameriflex Group. Donald has been a registered representative for over 30 years and has experience in providing wealth management, financial planning, and investment advisory services. Donald has previously worked for other financial institutions such as SAGEPOINT FINANCIAL, INC., WELLS FARGO INVESTMENTS, LLC, and OHIO SAVINGS SECURITIES, INC. Donald is licensed to conduct business in Arizona and Texas.
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.
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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2
AZ
05/25/2021 - Present
THE Ameriflex Group (Scottsdale AZ)
AZ
11/29/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Scottsdale AZ)
AZ
06/21/2004 - 12/01/2006
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
OH
03/14/2000 - 06/12/2004
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
IN
07/03/1995 - 03/16/2000
CONSECO SECURITIES, INC. (CARMEL IN)
NA
06/19/1992 - 06/30/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
MA
06/21/1991 - 07/22/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/21/1991 - 07/22/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
04/24/1992 - 05/22/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/24/1992 - 05/22/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/16/1990 - 11/02/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/16/1990 - 11/02/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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