Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bentley is a financial advisor registered with LPL Financial LLC, a broker-dealer based in Fort Mill, South Carolina. Donald Bentley has been in the financial industry since April 4, 1988, working with a number of firms including CETERA INVESTMENT SERVICES LLC, Compass Brokerage, Inc., Prudential-Bache Securities Inc., and Pruco Securities Corporation. Donald Bentley specializes in providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Donald Bentley's areas of expertise include financial planning, portfolio management, and investment consulting. He has held various licenses and certifications including the Series 6, 7, 24, 3, and 63. Donald Bentley has a strong track record of providing sound financial advice to clients and assisting them in achieving their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/05/2024 - Present
LPL Financial LLC (TROY AL)
AL
08/17/1995 - 09/12/2022
CETERA INVESTMENT SERVICES LLC (TROY AL)
AL
02/20/1991 - 07/10/1995
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
03/22/1989 - 01/02/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NJ
09/19/1986 - 04/05/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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