Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Aulbert is a financial advisor registered with Cornerstone Wealth Management, LLC. Donald has been in the financial industry since March 13, 2000. Donald has been with Cornerstone Wealth Management, LLC since August 2012. Donald is registered with the state of Missouri as an Investment Advisor Representative. Prior to joining Cornerstone Wealth Management, LLC, Donald worked at WELLS FARGO ADVISORS, LLC, and EDWARD JONES. Donald is a graduate of the University of Missouri-Columbia. Donald has received the following designations: Series 7, Series 63, Series 65, and SIE. Donald provides financial planning and asset management for a fee. Donald is also a licensed insurance agent.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
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.
1
2
MO
08/27/2012 - Present
Cornerstone Wealth Management, LLC (ST. PETERS MO)
MO
09/26/2003 - 06/23/2009
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
MO
03/14/2000 - 09/29/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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