Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Nadeau is a financial advisor with Raymond James & Associates, Inc. Donald has been in the financial services industry since 1983 and has held licenses in both brokerage and investment advisory. Donald has experience working with a variety of clients, including individuals, businesses, and institutions. Donald holds both Series 7 and Series 63 securities licenses and the Series 65 investment advisor representative license, and also has a General Securities Principal license (Series 24). In addition to being a financial advisor, Donald is also a business owner. Donald is dedicated to providing clients with comprehensive financial advice and planning 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.
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.
Please see note in schedule d - miscellaneous
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
MI
02/23/2011 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
07/14/1988 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
12/16/1985 - 08/13/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/23/1983 - 12/13/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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