Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kelly Ammon is a financial advisor with over 12 years of experience in the industry. Donald is currently registered with Cambridge Investment Research Advisors, Inc. in Dayton, OH, and has also held previous registrations with Valmark Securities, Inc. and World Group Securities, Inc. Donald has earned Series 6, 7, and 66 securities licenses, as well as the SIE exam. Donald provides advisory services to individual investors, high-net-worth individuals, and retirement plans. Donald's other business interests include owning a tax planning and preparation firm, being an independent insurance agent, and serving as a board member for a non-profit organization.
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.
Solicitation fees from 3rd party money managers
1
2
OH
09/18/2020 - Present
Cambridge Investment Research Advisors, Inc. (Dayton OH)
OH
07/21/2011 - 06/30/2015
VALMARK SECURITIES, INC. (KETTERING OH)
GA
02/15/2005 - 12/07/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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