Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ng Van Dyke is a financial advisor with over 20 years of experience in the industry. Donald is currently registered with Sovran Advisors, LLC. Donald has a wide range of experience, working with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations, and charitable organizations. Donald offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/05/2024
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
10/02/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/02/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
CA
04/08/2003 - 10/05/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
TX
10/19/2001 - 04/09/2003
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
NY
12/08/2000 - 11/01/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/26/2000 - 12/21/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
CA
12/07/1999 - 05/19/2000
HAMPTON-PORTER, INVESTMENT BANKERS, A CALIFORNIA LLC (SAN DIEGO CA)
BOTH
Issued 04/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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