Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mervin Graham has been in the financial industry since October 7, 1982. Graham is currently registered with Commonwealth Financial Network in Ashland, OH, where he has been with the firm since November 26, 1999. Graham also has previous registrations with Kavanaugh Securities, Inc. and Advantage Capital Corporation. Graham holds Series 6, 7, 24, and 63 licenses. Graham is also registered as an Investment Advisor Representative in Ohio. Graham's firm Commonwealth Financial Network is headquartered in Waltham, MA and is a registered investment advisor with over $177 billion in regulatory assets under management. The firm provides a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/26/1999 - Present
Commonwealth Financial Network (ASHLAND OH)
TX
01/12/1989 - 07/06/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
GA
10/08/1982 - 01/24/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 12/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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