Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Morris Kowalsky is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Donald has been in the financial services industry for 51 years. Donald holds the Series 63, Series 53, Series 24 and Series 7TO licenses, as well as the SIE certification. Donald has worked for several firms, including Questar Capital Corporation and Symetra Investment Services, Inc. Donald specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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
MA
12/10/2015 - Present
Cambridge Investment Research Advisors, Inc. (Orleans MA)
GA
06/01/2006 - 12/03/2015
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
GA
08/15/2000 - 06/01/2006
SYMETRA INVESTMENT SERVICES, INC. (ATLANTA GA)
WA
07/16/1982 - 08/15/2000
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
IN
01/03/1989 - 01/10/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/21/1980 - 05/16/1989
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
04/15/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/28/1986 - 07/11/1988
MONARCH SECURITIES, INC.
NA
05/23/1978 - 11/04/1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
04/14/1975 - 06/08/1978
HARTFORD EQUITY SALES COMPANY INC.
NA
02/13/1975 - 08/05/1975
THE GREAT-WEST LIFE ASSURANCE COMPANY
NA
05/19/1972 - 01/30/1975
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
05/19/1972 - 01/30/1975
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 09/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/09/1972
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donald Kowalsky is the right advisor for you? Invested Better is here to help.
