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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 Michael Healey is a financial advisor with over 35 years of experience in the industry. Donald is registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and Texas. Donald has a broad range of experience in the financial services industry and offers financial planning, portfolio management, and insurance services to individuals, businesses, and charitable organizations.
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.
Solicitation fees from 3rd party money managers
1
2
PA
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wormleysburg PA)
PA
10/09/1995 - 07/30/2018
SIGNATOR INVESTORS, INC. (WORMLEYSBURG PA)
MA
10/09/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
08/08/1983 - 08/24/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/01/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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