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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 Marcel Roy is a financial advisor with over 35 years of experience in the financial services industry. Donald is currently registered with World Investment Advisors, LLC, and is licensed to provide financial advice in several states. Donald specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Donald's previous experience includes working for Raymond James Financial Services, Inc., Securities America, Inc., and other financial institutions. Donald has a strong track record of success in helping clients achieve their financial goals.
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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2
NH
06/28/2024 - Present
World Investment Advisors, LLC (North Hampton NH)
NH
08/28/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bedford NH)
NH
02/28/2003 - 08/30/2017
SECURITIES AMERICA, INC. (MERRIMACK NH)
FL
09/08/1992 - 03/03/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
02/04/1989 - 09/15/1992
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IN
11/27/1989 - 09/09/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/28/1988 - 12/19/1988
COMMONWEALTH EQUITY SERVICES, INC.
NA
05/20/1988 - 07/20/1988
THE PLANNER'S SECURITIES GROUP, INC.
NA
09/13/1986 - 06/01/1988
COMMONWEALTH EQUITY SERVICES, INC.
NA
03/05/1986 - 09/06/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
11/04/1985 - 03/19/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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