Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Daigle is a financial advisor registered with Charles Schwab & Co., Inc. Donald has over 30 years of experience in the financial services industry. Donald's career started in 1992 and has included experience at several firms, including The Investment Center, Inc., Fahnestock & Co. Inc., and Josephthal & Co., Inc.. Donald has passed several securities exams including the Series 7, Series 10, Series 24, Series 63, and Series 65 exams. Donald's professional designations include Series 9 and SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
02/02/2021 - Present
Charles Schwab & CO., Inc. (Millville NJ)
NJ
11/01/2002 - 02/01/2021
THE INVESTMENT CENTER, INC. (MILLVILLE NJ)
NY
01/02/2002 - 11/05/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
09/21/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
11/09/1995 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
10/19/1992 - 11/09/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 05/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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