Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kohnstamm is a financial professional with over 50 years of experience in the industry. Donald is currently registered with Cetera Investment Advisers LLC in Buffalo, New York. Donald has held previous positions with several firms including Tower Square Securities, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., CNA Investor Services, Inc., SG Equities Corporation, Investment Distributors Inc., and CNA Investor Services, Inc.. Donald offers a wide range of services to clients, including financial planning, pension consulting, and educational seminars. Donald is also a Chartered Financial Consultant.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (BUFFALO NY)
NY
03/25/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BUFFALO NY)
NY
01/01/2004 - 03/27/2009
ING FINANCIAL PARTNERS, INC. (WILLIAMSVILLE NY)
IA
01/01/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
03/08/1977 - 01/01/1996
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
11/04/1986 - 04/20/1989
SG EQUITIES CORPORATION
NA
08/27/1984 - 10/21/1986
INVESTMENT DISTRIBUTORS INC.
NA
04/26/1968 - 03/08/1977
CNA INVESTOR SERVICES, INC.
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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