Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Price is a financial professional with over 5 years of experience in the industry. Donald currently works at Charles Schwab & Co., Inc. as a registered representative, holding both Series 7 and Series 9 licenses. Donald previously worked at TD Ameritrade, Inc. from 2018 to 2023. Donald is licensed in all 50 states and the District of Columbia, allowing Donald to provide investment advice across the country.
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
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2
NE
04/21/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/23/2018 - 04/21/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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