Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Parson is a financial advisor with over 25 years of experience in the financial services industry. Donald is currently a registered representative with Corestone Wealth Management LLC. Donald has held several positions at financial firms, including Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Donald is a Chartered Financial Analyst (CFA) and holds Series 6, 7, 63, and SIE licenses. Donald specializes in providing financial planning and portfolio management services to high-net-worth individuals and other clients. Donald has experience working with clients of all ages, from young professionals to retirees.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
01/24/2025 - Present
Corestone Wealth Management LLC (MAPLE GROVE MN)
IN
07/18/1994 - 10/16/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/18/1994 - 10/16/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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