Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gorsch is an investment advisor representative with Raymond James & Associates, Inc. Donald has over 30 years of experience in the financial services industry. Donald is registered with the state of Texas as a Registered Investment Advisor. Donald has held positions at several firms, including Wedbush Securities Inc., UBS Financial Services Inc. and Everen Securities, Inc. Donald is also a licensed securities representative with FINRA. Donald is committed to providing personalized financial advice to individuals, families and businesses. Donald's services include financial planning, portfolio management, investment consulting, and retirement planning. Donald is a highly experienced financial professional with a strong commitment to client service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
05/26/2022 - Present
Raymond James & Associates, Inc. (Pasadena CA)
CA
08/21/2019 - 03/31/2021
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
07/18/1994 - 08/15/2019
UBS FINANCIAL SERVICES INC. (ENCINO CA)
CA
08/02/1993 - 08/09/1994
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
03/29/1993 - 08/10/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
03/13/1987 - 04/06/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/26/1984 - 02/18/1987
E. F. HUTTON & COMPANY INC
IA
Issued 11/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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