Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Joseph Magdon is a financial advisor registered with LPL Financial LLC and is licensed in 21 states. Donald has 35 years of experience in the financial services industry and holds the Series 6, Series 63 and SIE licenses. Donald is a Certified Financial Planner™ professional. Donald is also a registered representative of LPL Financial LLC. Donald has previously worked with Lincoln Financial Advisors Corporation, Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, MML Investors Services, Inc., New England Securities, Securian Financial Services, Inc. and MetLife Securities Inc.. Donald's specializations include retirement planning, college savings, estate planning, insurance, and investment strategies.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
02/06/2024 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
04/13/2015 - 02/08/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (PHOENIX AZ)
AZ
12/22/2008 - 04/07/2015
PRINCOR FINANCIAL SERVICES CORPORATION (TEMPE AZ)
AZ
10/02/2006 - 01/09/2009
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
10/02/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MESA AZ)
AZ
02/02/2005 - 10/04/2006
MML INVESTORS SERVICES, INC. (PHOENIX AZ)
NY
10/29/2001 - 02/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
01/30/1995 - 11/21/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
06/20/1988 - 12/09/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/20/1988 - 12/09/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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