Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald P Delmonte is a financial advisor registered with Ameriprise Financial Services, LLC. Donald has been working in the financial industry for over 16 years. Donald is registered in 24 states and has passed several industry exams including the Series 7, Series 6, Series 63 and Series 65. Donald has worked with several firms including Lincoln Financial Distributors, Inc., Park Avenue Securities LLC, AIG Capital Services, Inc., Jackson National Life Distributors LLC, and Chase Investment Services Corp. Donald provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Asset allocation services
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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2
NJ
05/10/2024 - Present
Ameriprise Financial Services, LLC (Marlton NJ)
PA
03/15/2018 - 04/08/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
11/15/2016 - 03/13/2018
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NJ
11/24/2014 - 05/31/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TN
10/08/2010 - 11/20/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
05/26/2009 - 08/24/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NC
07/09/2007 - 05/12/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 02/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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