Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Richard Abaunza is a financial advisor registered with Cetera Investment Advisers LLC. Donald has been in the financial services industry since 1999. Donald has worked with several other firms in the past including Hancock Whitney Investment Services Inc., Primevest Financial Services, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and Hibernia Investments, L.L.C. Donald currently holds FINRA Series 63, 66, 7, and SIE registrations, and holds licenses in several states. Donald specializes in financial planning, pension consulting, and educational seminars. Donald also provides portfolio management services for individuals and businesses.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (HARVEY LA)
LA
02/08/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (HARVEY LA)
LA
09/28/2009 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (KENNER LA)
LA
02/22/2007 - 09/28/2009
MORGAN KEEGAN & COMPANY, INC. (METAIRIE LA)
LA
03/26/2004 - 02/14/2007
AMSOUTH INVESTMENT SERVICES, INC. (HARAHAN LA)
LA
02/28/2002 - 03/11/2004
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
TN
07/23/1999 - 02/22/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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