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 Deslauriers is a financial professional with over 30 years of experience in the industry. Donald is currently registered with LPL Financial LLC in Port St. Lucie, FL. Donald has previously been registered with INVEST Financial Corporation, INDEPENDENT FINANCIAL SECURITIES, INC., COMMONWEALTH EQUITY SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donald holds Series 7, Series 63 and SIE licenses. Donald specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/09/2019 - Present
LPL Financial LLC (PORT SAINT LUCIE FL)
FL
05/12/1995 - 02/14/2018
INVEST FINANCIAL CORPORATION (PORT SAINT LUCIE FL)
NA
01/19/1995 - 05/19/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
03/11/1993 - 01/20/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
02/08/1991 - 01/01/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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