Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Fittsgill, Jr. is a registered representative of Equitable Advisors, LLC. He has been in the financial industry for over 15 years, holding various positions at firms like M Holdings Securities, Inc., National Planning Corporation, and Edward Jones. Donald is also the owner of Podcast Doc, a business he started in 2015. Donald has a combined total of 5 exams (Series 66, Series 63, Series 7TO, SIE, Series 7) and specializes in a variety of areas. Donald's current registration is with the state of Texas.
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.
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
TX
08/14/2024 - Present
Equitable Advisors, LLC (DALLAS TX)
TX
09/16/2013 - 04/06/2015
M HOLDINGS SECURITIES, INC. (DALLAS TX)
TX
02/05/2013 - 10/03/2013
NATIONAL PLANNING CORPORATION (DALLAS TX)
MO
08/27/2012 - 10/24/2012
EDWARD JONES (ST. LOUIS MO)
TX
05/11/2012 - 08/03/2012
FIRST SOUTHWEST COMPANY (DALLAS TX)
TX
01/16/2008 - 01/03/2012
CLARK SECURITIES, INC. (DALLAS TX)
TX
07/10/2007 - 12/18/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
08/23/2006 - 06/26/2007
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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