Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Rice is a financial professional with over 30 years of experience in the industry. Donald has held various roles, including President and Chief Compliance Officer of Money Management Services, Inc., a registered investment advisor. Donald has also been a Registered Representative of Triad Advisors, Inc., an NASD-registered broker/dealer. In addition to his financial services experience, Donald has also held various insurance licenses with different insurance companies. Donald is a Certified Financial Planner and holds Series 6, 7, 24, and 63 licenses.
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.
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.
Investment 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
AL
03/06/2007 - Present
Money Management Services Inc. (BIRMINGHAM AL)
GA
01/02/2001 - 05/31/2011
TRIAD ADVISORS, INC. (ATLANTA GA)
MA
02/12/1988 - 12/31/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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