Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brusca is an investment advisor representative with Steward Partners Investment Advisory, LLC. Donald has been in the financial industry since 1981 and holds a Series 63 and Series 65 license. Donald has also worked for Raymond James Financial Services, Inc., Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donald specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
12/21/2022 - Present
Steward Partners Investment Advisory, LLC (ANDOVER MA)
MA
05/30/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
10/15/2012 - 05/30/2014
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
06/01/2009 - 10/25/2012
MORGAN STANLEY (DANVERS MA)
MA
01/10/1991 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
02/04/1988 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1981 - 02/12/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 6/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/18/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 2/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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