Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Michael Paracca is a financial advisor at Compass Financial Management LLC, located in Sarasota, Florida. Donald has been in the industry for less than a year. Donald earned the Series 7TO, SIE and Series 66 licenses and specializes in financial planning, pension consulting, and portfolio management for individuals. Prior to joining Compass Financial Management LLC, Donald worked at Edward Jones in Port Charlotte, Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/08/2024 - Present
Compass Financial Management LLC (SARASOTA FL)
FL
11/20/2023 - 05/13/2024
EDWARD JONES (PORT CHARLOTTE FL)
BOTH
Issued 12/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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