Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Torget is an investment advisor representative who is currently registered with Global Retirement Partners LLC. Donald has been in the financial services industry since 1971. Donald's experience includes working with clients including high net worth individuals, pension and profit sharing plans, and corporations. Donald is also registered with the state of Arizona.
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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2
CA
09/24/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
WA
09/19/2007 - 01/03/2018
CONOVER SECURITIES CORPORATION (BELLEVUE WA)
WA
03/27/2003 - 10/23/2006
ABACUS SECURITIES CORPORATION (KIRKLAND WA)
PA
08/14/1998 - 12/31/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/31/1993 - 09/01/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/10/1973 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
11/28/1972 - 08/14/1973
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
07/02/1971 - 12/16/1972
DOMINICK & DOMINICK, INCORPORATED
IA
Issued 07/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 06/22/1971
Series 1 - Registered Representative Examination
Active
Inactive
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