Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mitcham is a financial advisor with Concourse Financial Group Securities, Inc., based in Spring, Texas. Donald has been in the securities industry since 1985. Donald is a Certified Financial Planner and holds several licenses and designations, including Series 7, 6, 22, and 24. Donald also provides financial planning services through his own business, Strategic Financial Advisors, LLC. In addition, Donald is a Trustee of Arrow Real Estate Capital LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/04/1997 - Present
Concourse Financial Group Securities, Inc. (Spring TX)
AZ
10/21/1994 - 12/31/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
09/28/1994 - 10/27/1994
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NA
03/06/1990 - 10/03/1994
MURCHISON INVESTMENT BANKERS, INC.
CA
10/25/1986 - 03/13/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
02/14/1985 - 10/30/1986
W. S. GRIFFITH & CO., INC.
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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