Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald R. Bentley is a financial advisor with over 28 years of experience in the industry. Donald has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1997 and holds various licenses and registrations. Donald is a Series 7, Series 8, Series 63, and Series 66 licensed professional. Donald has worked with a wide variety of clients, including individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Donald offers a range of financial services, including portfolio management, financial planning, and retirement planning. Donald has a strong commitment to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
UT
05/30/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVO UT)
CA
01/06/1997 - 01/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDDING CA)
MO
07/21/1989 - 01/06/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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