Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Johnston Prescott is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Donald has been working in the financial services industry since January 2003. Donald is a Certified Financial Planner and has a Series 7, Series 63, and SIE license. Donald is registered to provide investment advice in Arizona, Oregon and Texas. In addition to Raymond James Financial Services Advisors, Inc., Donald has also been employed with Edward Jones. Donald is licensed with the state of Arizona, Oregon, Texas and other states, and registered with FINRA as a registered representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
02/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Medford OR)
OR
01/14/2003 - 02/17/2022
EDWARD JONES (MEDFORD OR)
BC
Issued 1/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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