Unclaimed
Donald Rene Giguere is a financial advisor with Cetera Investment Advisers LLC. Donald has been in the financial industry since October 18, 1995. Donald is registered as a broker and investment advisor in several states, including Connecticut, Florida, Maryland, Massachusetts, Mississippi, New Hampshire, Oklahoma, Pennsylvania, Rhode Island, South Carolina and Vermont. Donald is also a Personal Financial Specialist. Donald's experience in accounting and finance is complemented by his experience as a Certified Public Accountant, enabling Donald to offer financial planning, portfolio management and tax advice.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (EAST LONGMEADOW MA)
MA
08/20/1997 - 10/03/2016
INVESTORS CAPITAL CORP. (EAST LONGMEADOW MA)
NY
10/19/1995 - 08/26/1997
CFS BROKERAGE CORP. (NEW YORK NY)
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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