Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Popovitch has been in the financial services industry since December 5, 1981. Donald is currently registered with Next Financial Group, Inc. in Florida and Pennsylvania. Donald also has previous experience with ADVANTAGE CAPITAL CORPORATION and PAINE, WEBBER, JACKSON & CURTIS INC.. Donald has a Series 6, 7, 63, and 65 licenses and holds the Certified Financial Planner designation. Donald has been a financial advisor in Pennsylvania since 1985.
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.
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.
Seminar/workshop attendance fees
1
2
PA
04/04/2011 - Present
Next Financial Group, Inc. (ALTOONA PA)
GA
11/26/1981 - 08/20/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
10/18/1983 - 02/29/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 03/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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