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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lawrence German is a financial advisor with over 25 years of experience in the industry. Donald is currently registered with Global Retirement Partners LLC. Before joining Global Retirement Partners LLC, Donald was registered with Citigroup Global Markets Inc., Citicorp Investment Services, Cal Fed Investments, EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Donald has passed the Series 4, 6, 7, 24, 26, 52TO, 53, 63 and 65 exams. Donald holds a state license as a broker and an investment adviser.
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.
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.
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CA
04/12/2018 - Present
Global Retirement Partners LLC (FAIR OAKS CA)
CA
05/29/2007 - 07/10/2015
CITIGROUP GLOBAL MARKETS INC. (WEST SACRAMENTO CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (WEST SACRAMENTO CA)
CA
06/05/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
07/26/1996 - 03/28/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/26/1996 - 03/28/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/11/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1998
Series 26 - Investment Company Products/Variable Contracts 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 11/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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