Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Militzer is a financial professional with over 30 years of experience in the financial services industry. Donald has been registered with Cuso Financial Services, LP since 5/18/2023, and previously held positions with LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., UNDERWRITERS EQUITY CORPORATION, PARK AVENUE SECURITIES LLC, ALLMERICA INVESTMENTS, INC., PRINCOR FINANCIAL SERVICES CORPORATION, CIGNA FINANCIAL ADVISORS, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION and LINCOLN NATIONAL PENSION INSURANCE COMPANY. Donald provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars. Donald is dedicated to helping clients achieve 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.
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.
1
2
PA
05/18/2023 - Present
Cuso Financial Services, LP (Brentwood PA)
PA
05/18/2022 - 05/26/2023
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
10/15/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LOWER BURRELL PA)
PA
01/09/2007 - 10/05/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
PA
06/14/2002 - 06/07/2006
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
MA
06/05/2000 - 05/21/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
11/15/1996 - 05/31/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
11/03/1992 - 11/05/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
06/06/1990 - 10/14/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
08/20/1987 - 10/14/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/20/1987 - 12/21/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
08/20/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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