Unclaimed
Donald Gaskell is a financial advisor with over 40 years of experience in the industry. Donald has been a registered representative for LPL Financial LLC since November 2021. Prior to that, Donald worked at Capitol Securities Management, Inc., and Capitol Advisory Corporation. Donald is licensed to sell securities in Florida and Massachusetts.
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
MA
11/16/2021 - Present
LPL Financial LLC (MARLBOROUGH MA)
MA
01/02/2004 - 11/16/2021
CAPITOL SECURITIES MANAGEMENT, INC. (Marlborough MA)
FL
10/03/1994 - 12/31/2003
CAPITOL ADVISORY CORPORATION (BELLEAIRE BEACH FL)
CA
02/13/1982 - 04/29/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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