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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jeffrey Buckley is a financial advisor with over 15 years of experience. Donald is currently registered with The Ameriflex Group, an independent registered investment advisory corporation. Donald has held previous roles with several other firms, including SagePoint Financial, Inc., American Portfolios Financial Services, Inc., and Next Financial Group, Inc. Donald is a Certified Financial Planner and holds several licenses and registrations, including Series 6, 7, 24, 31, 51, 52TO, 53, and 63. Donald specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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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NY
06/15/2023 - Present
THE Ameriflex Group (Williamsville NY)
NY
06/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
NY
05/01/2020 - 06/16/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
09/02/2014 - 05/04/2020
NEXT FINANCIAL GROUP, INC. (Williamsville NY)
NY
09/27/2010 - 09/14/2012
METLIFE SECURITIES INC. (AMHERST NY)
NY
03/11/2008 - 09/27/2010
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NY
10/25/2006 - 03/19/2008
AIG RETIREMENT ADVISORS, INC. (LATHAM NY)
BC
Issued 11/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/07/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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