Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Barzak is a financial advisor who has been in the industry since 1989. Donald is registered with Trustmont Advisory Group, Inc. and has been with them since August 2009. Before that, Donald worked at Waterstone Financial Group, Inc. and The (Wilson) Williams Financial Group. Donald is a Certified Financial Consultant and has experience in financial planning, pension consulting, and selection of other advisors. Donald specializes in providing financial advice to individuals and high-net-worth individuals.
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.
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.
1
2
PA
04/27/2016 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
OH
05/09/2005 - 08/19/2009
WATERSTONE FINANCIAL GROUP, INC. (CORTLAND OH)
TX
01/03/2005 - 05/17/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
08/02/2004 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
PA
08/02/1995 - 08/02/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
MA
04/27/1989 - 07/26/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/27/1989 - 07/26/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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