Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Paul Delmonte is a financial advisor at Ameriprise Financial Services, LLC. Donald has over 30 years of experience in the financial services industry. Donald is a Certified Financial Planner® and a Chartered Financial Consultant. He provides a wide range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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NJ
10/22/2019 - Present
Ameriprise Financial Services, LLC (Marlton NJ)
NJ
09/15/2015 - 11/04/2019
LPL FINANCIAL LLC (MARLTON NJ)
NJ
05/13/2009 - 09/18/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (MARLTON NJ)
NJ
08/27/2004 - 05/20/2009
EQUITY SERVICES, INC. (MARLTON NJ)
NY
05/03/1999 - 08/17/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/11/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/14/1985 - 04/30/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 10/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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