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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 Jeremiah Abernethy is a financial advisor at Lion Street Advisors, LLC and has been in the industry since April 1999. Donald Jeremiah Abernethy has a history of working with other firms, including Oneida Wealth Management, Inc., Cadaret, Grant & Co., Inc., Wachovia Securities, Inc., First Albany Corporation, and Prudential Securities Incorporated. Donald Jeremiah Abernethy holds the Series 63, 65, 7, 24, and SIE licenses. Donald Jeremiah Abernethy is registered to provide investment advice in California, Florida, Georgia, Michigan, New Jersey, New York, North Carolina, and Ohio. Donald Jeremiah Abernethy specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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NY
05/20/2021 - Present
Lion Street Advisors, LLC (FAYETTEVILLE NY)
NY
04/10/2014 - 03/07/2016
ONEIDA WEALTH MANAGEMENT, INC. (Syracuse NY)
NY
01/03/2003 - 11/28/2014
CADARET, GRANT & CO., INC. (NORTH SYRACUSE NY)
MO
08/05/2000 - 01/07/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
07/20/1999 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
04/06/1999 - 07/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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