Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jerry Paroda is a financial advisor who has been in the industry since June 26, 1997. Donald is currently registered with LPL Financial LLC and has been with them since January 13, 2020. Previously, Donald was associated with Cadaret, Grant & Co., Inc. from January 21, 2011 to January 14, 2020 and First Investors Corporation from June 27, 1997 to January 21, 2011. Donald has a total of 6 specializations including investment products and services, insurance and annuities, retirement planning, college savings plans, estate planning and tax planning.
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
SC
01/13/2020 - Present
LPL Financial LLC (ROCK HILL SC)
OH
01/21/2011 - 01/14/2020
CADARET, GRANT & CO., INC. (NORTH OLMSTED OH)
OH
06/27/1997 - 01/21/2011
FIRST INVESTORS CORPORATION (INDEPENDENCE OH)
IA
Issued 01/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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