Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Prescott is a financial advisor with over 20 years of experience in the industry. Donald is currently registered with Raymond James Financial Services Advisors, Inc. and has been working with them since February 2022. Donald is also a Certified Financial Planner. Prior to joining Raymond James Financial Services Advisors, Inc., Donald worked with Edward Jones from January 2003 to February 2022. Donald provides financial planning, portfolio management for businesses and individuals, and pension consulting 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
02/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Medford OR)
OR
01/14/2003 - 02/17/2022
EDWARD JONES (MEDFORD OR)
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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