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 Rohner is a financial advisor with over 40 years of experience in the industry. He is a registered representative with Janney Montgomery Scott LLC, a firm that manages over $85 billion in assets. Donald is also a registered investment advisor in several states, including Pennsylvania, New Jersey, and Texas. Donald's areas of expertise include financial planning, pension consulting, and portfolio management for both individuals and businesses. He has been a successful financial advisor at Janney Montgomery Scott LLC since 2004. Prior to this, Donald worked at Wachovia Securities, LLC and Prudential Securities Incorporated. Donald has extensive experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Donald is dedicated to helping his clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
11/13/2017 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MO
07/01/2003 - 05/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/26/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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