Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Marano is a financial advisor with Morgan Stanley, based in Allentown, PA. Donald has been in the financial industry since December 6, 1988. Prior to joining Morgan Stanley, Donald was employed by Raymond James Financial Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., PNC Brokerage Corp, GNA Securities, Inc., MIMLIC Sales Corporation, Capital Analysts, Incorporated, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Donald holds the following licenses: Series 7, Series 6, Series 22, Series 63, Series 65 and SIE. Donald specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/23/2013 - Present
Morgan Stanley (Allentown PA)
PA
12/15/2008 - 08/23/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (EMMAUS PA)
PA
10/01/2000 - 12/23/2008
WACHOVIA SECURITIES, LLC (ALLENTOWN PA)
NC
03/28/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
03/01/1994 - 03/11/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
03/29/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
04/20/1992 - 12/01/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
OH
09/29/1988 - 04/20/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
07/27/1988 - 11/17/1988
EQUICO SECURITIES, INC.
NA
07/27/1988 - 11/17/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Marano is the right advisor for you? Invested Better is here to help.
