Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Accardo has been a financial advisor in the industry since April 13, 1990. He has over 30 years of experience in financial services and is currently registered as a broker and an investment advisor with Ameriprise Financial Services, LLC. Donald Accardo is licensed in Arizona, California, Florida, Massachusetts, Michigan and Texas. His previous experience includes roles at Comerica Securities, R.J. Mobley Securities and Advisory Company, and Olde Discount Corporation. Donald Accardo has earned the Series 4, 7, 24, 63, 65, SIE and 99TO licenses. Donald Accardo specializes in offering a variety of investment-related services to individuals, families, trusts, estates, charitable organizations, corporations, and pension plans. Donald Accardo is dedicated to providing his clients with personalized financial advice and solutions to help them 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.
Asset allocation services
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Grosse Pointe Woods MI)
MI
07/21/1993 - 11/03/2023
COMERICA SECURITIES (GROSSE POINTE WOODS MI)
NA
03/15/1993 - 06/23/1993
R.J. MOBLEY SECURITIES AND ADVISORY COMPANY
MI
04/18/1989 - 04/14/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 02/27/1990
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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