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Donald Mosby Rembert

Rembert Pendleton Jackson

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About Donald Mosby Rembert

Donald Mosby Rembert is an Investment Advisor Representative with Rembert Pendleton Jackson. Donald Mosby Rembert has been in the industry since 1974 and has experience working with corporations, high-net-worth individuals, charitable organizations, and individuals. Donald Mosby Rembert also provides business consulting services.

Firm Information

Donald Rembert is currently registered with Rembert Pendleton Jackson. Rembert Pendleton Jackson is an investment advisor based in Vienna, VA. They specialize in financial planning, pension consulting, and business consulting, and offer educational seminars and selection of other advisors. The firm manages approximately $2.4 billion in assets for a range of clients, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension plans.
Rembert Pendleton Jackson

1945 OLD GALLOWS ROAD

VIENNA, VA 22182

$2.38B

Assets Under Management

6

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Rembert’s Registration & Firm History

VA

03/30/2020 - Present

Rembert Pendleton Jackson (VIENNA VA)

NY

03/14/1989 - 10/31/1991

STEIN ABBOTT AND COMPANY INC. (YONKERS NY)

NA

10/08/1985 - 01/11/1989

O. R. SECURITIES, INC.

NA

07/06/1983 - 10/08/1985

WZW FINANCIAL SERVICES, INC.

NA

06/18/1980 - 05/17/1984

INA SECURITY CORPORATION

NA

11/04/1974 - 07/05/1983

CORNERSTONE FINANCIAL SERVICES, INC.

NA

11/28/1980 - 11/06/1981

KCF INSURANCE AGENCY, INC.

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Licenses & Designations

BC

Issued 10/22/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Mosby Rembert.
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