Unclaimed
Donald Dentinger is a financial advisor at Raymond James & Associates, Inc. Donald has been in the financial industry since December 1998 and has worked at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Donald has a wide range of experience in the financial industry. Donald has Series 7, Series 63, and Series 65 licenses. Donald is registered in 32 states. Donald is registered in Kentucky and Texas as an investment advisor representative. Donald is also registered with the Financial Industry Regulatory Authority (FINRA). Donald specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions. Donald is committed to providing his clients with personalized service and a high level of expertise.
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.
Please see note in schedule d - miscellaneous
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
KY
10/15/2021 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
07/01/2003 - 10/15/2021
WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE KY)
NY
12/14/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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