Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Unger is a financial advisor with over 40 years of experience in the industry. Donald is currently registered with Acorn Financial Advisory Services, Inc. Donald is a registered investment advisor representative and holds several industry licenses, including Series 6, 7, 3, 63, 65 and SIE. Donald has a long history of working in the financial services industry and is dedicated to providing personalized financial advice to individuals and families. Donald's experience and knowledge of the market allow him to provide comprehensive financial solutions for his clients, including retirement planning, investment management, and college savings.
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.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of assets managed via a subadvisory arrangement
1
2
VA
06/09/2021 - Present
Acorn Financial Advisory Services, Inc. (RESTON VA)
VA
11/05/2012 - 06/07/2021
VOYA FINANCIAL ADVISORS, INC. (HENRICO VA)
VA
01/05/2012 - 11/16/2012
INVESTORS SECURITY COMPANY, INC. (HENRICO VA)
VA
07/30/2007 - 12/31/2011
ALLSTATE FINANCIAL SERVICES, LLC (RICHMOND VA)
VA
09/05/2001 - 07/18/2007
INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)
MD
09/29/2000 - 09/06/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
IN
10/01/1997 - 10/10/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/25/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
02/12/1990 - 12/31/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
04/11/1988 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/29/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
03/23/1981 - 08/08/1983
WHEAT, FIRST SECURITIES, INC.
IA
Issued 04/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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