Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leon Perdue is a financial professional with over 39 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and is also an affiliated person with the Financial Network of the Redwood Empire. Donald is a licensed agent in several states and has held licenses with various firms throughout his career, including First Affiliated Securities, Inc. and Bateman Eichler, Hill Richards, Incorporated. He specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (FORESTVILLE CA)
CA
10/09/1987 - 02/06/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
03/21/1984 - 10/23/1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 04/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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