Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Justin tyme Barzak is a financial advisor with Trustmont Advisory Group, Inc. Donald has been in the financial services industry since 2020. Donald is a Registered Representative in Ohio. Donald has Series 63, 65 and 6TO licenses. Donald specializes in retirement planning, investment planning and selection of other advisors. Donald also works as an insurance agent for Barzak Insurance & Consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
07/22/2021 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
IA
Issued 07/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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