Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Raymond is a financial advisor with over 20 years of experience in the industry. Donald is currently registered with Fidelity Brokerage Services LLC. Previously, Donald was employed at New England Securities, American Express Financial Advisors Inc., and IDS Life Insurance Company. Donald is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Donald has passed the Series 3, Series 4, Series 7, and Series 63 exams. Donald is also a Registered Options Principal.
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.
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.
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2
MA
12/09/2004 - Present
Fidelity Brokerage Services LLC (DANVERS MA)
NY
12/17/2003 - 05/25/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
06/17/2003 - 11/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/17/2003 - 11/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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