Unclaimed
Donald Joseph Ginnetti is a financial advisor with over 30 years of experience in the industry. Donald is currently a registered representative with D.a. Davidson & Co., a broker-dealer and investment advisor, where Donald has been since 2009. Previously, Donald has been with a number of other firms including RBC Capital Markets Corporation, Seasongood & Mayer, NatCity Investments, Inc., and National City Investments Corporation. Donald holds the Series 7, Series 52TO, Series 53, and Series 63 securities licenses, as well as the SIE exam. Donald specializes in portfolio management for individuals and businesses, and provides financial planning, pension consulting, and educational seminars.
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.
1
2
OH
06/01/2009 - Present
D.a. Davidson & Co. (MASON OH)
OH
06/15/2007 - 05/11/2009
RBC CAPITAL MARKETS CORPORATION (CINCINNATI OH)
OH
01/22/2002 - 06/19/2007
SEASONGOOD & MAYER (CINCINNATI OH)
OH
07/25/1994 - 11/20/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
05/03/1994 - 10/03/1994
NATIONAL CITY INVESTMENTS CORPORATION
NJ
01/29/1990 - 05/03/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/23/1986 - 02/14/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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