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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 Jerome Clarke is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered as a Registered Investment Advisor with Crestwood Advisors in Providence, RI. Donald has previously worked with several other firms, including Royal Alliance Associates, Inc., MML Investors Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Donald holds the Series 6, 7, 63, 65, and 66 securities licenses and is a Certified Financial Planner. Donald specializes in working with high-net-worth individuals, families, and businesses. Donald's expertise includes financial planning, investment management, and wealth management services.
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.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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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RI
02/18/2025 - Present
Crestwood Advisors (Providence RI)
RI
04/11/2003 - 09/22/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WARWICK RI)
MA
08/06/2002 - 03/12/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/24/1996 - 11/21/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/24/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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