Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Presson is a financial professional with over 35 years of experience in the industry. Donald is currently registered with Cetera Investment Advisers LLC in Charlotte, North Carolina. Donald has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Donald specializes in financial planning, portfolio management, and retirement planning. Donald also provides educational seminars and other services to help clients understand their financial options.
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (Charlotte NC)
GA
10/30/1992 - 07/18/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MO
01/08/1992 - 10/15/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
09/14/1989 - 01/15/1992
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
MA
09/01/1989 - 09/23/1989
NCNB SECURITIES, INC. (BOSTON MA)
NC
07/11/1988 - 09/06/1989
FIRST CHARLOTTE CORPORATION (CHARLOTTE NC)
NC
10/22/1986 - 07/08/1988
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/31/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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