Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Speakman is a financial advisor with over 40 years of experience in the financial services industry. Donald currently works with LPL Financial LLC. Donald has experience serving clients in a variety of financial planning needs including pension consulting, portfolio management, and more. Donald is a Certified Financial Planner and a Chartered Financial Consultant. Donald is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/02/2019 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
11/02/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (PITTSBURGH PA)
PA
12/17/2003 - 11/03/2009
MAIN STREET SECURITIES, LLC (PITTSBURGH PA)
MA
03/30/1981 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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