Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jay Smith is a financial advisor with Cetera Investment Advisers LLC. Donald has been in the financial industry since 1977 and has a broad range of experience, including working for firms like VESTAX SECURITIES CORPORATION, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Donald holds several licenses and registrations, including Series 7, 24, 51, and 63. Donald also holds the Chartered Financial Consultant designation. Donald specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Donald's primary office location is in Midland, Michigan.
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
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (MIDLAND MI)
OH
11/15/1995 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
10/20/1980 - 11/16/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/01/1977 - 11/16/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Smith is the right advisor for you? Invested Better is here to help.
