Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leonard Like is a financial professional with over 40 years of experience in the financial services industry. Donald has been active in the state of California since 2012, holding both Broker-Dealer and Investment Advisor Representative registrations. Donald's current affiliation is with PFG Advisors, where he provides financial advice to clients. Prior to joining PFG Advisors, Donald held positions at Lincoln Investment, Securities America, Inc. and Royal Alliance Associates, Inc. Donald has earned the Chartered Financial Consultant designation, demonstrating a commitment to professional development and expertise.
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.
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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CA
10/31/2024 - Present
PFG Advisors (Valencia CA)
CA
09/15/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Valencia CA)
CA
06/01/2012 - 09/18/2017
LINCOLN INVESTMENT (VALENCIA CA)
CA
09/03/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (VALENCIA CA)
AZ
11/19/1989 - 08/28/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
05/10/1993 - 06/16/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
08/22/1989 - 04/24/1991
MANEQUITY, INC.
MA
02/23/1977 - 04/24/1991
MANEQUITY, INC. (BOSTON MA)
NA
03/02/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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