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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Silberman is an investment advisor representative registered with IP Financial Advisory Services LLC. Donald has been in the financial services industry since 1988 and has experience in providing investment advisory services to individuals, businesses, and qualified retirement plans. Donald's clients have access to a wide range of services, including financial planning, pension consulting, and portfolio management. He is a registered investment advisor in Arizona, Florida, Louisiana, Mississippi, New Mexico, North Carolina, Texas, and Wisconsin.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
FL
07/31/2023 - Present
IP Financial Advisory Services LLC (Williston FL)
FL
10/17/2012 - 04/07/2015
SUMMIT BROKERAGE SERVICES, INC. (LAKE CITY FL)
FL
12/05/2011 - 10/16/2012
ALLSTATE FINANCIAL SERVICES, LLC (GAINESVILLE FL)
FL
11/16/2005 - 11/30/2011
CAPITAL FINANCIAL SERVICES, INC. (GAINESVILLE FL)
FL
11/18/2003 - 11/17/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
01/14/2003 - 12/02/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
12/05/1988 - 01/10/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 12/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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