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 Massad has been active in the securities industry since June 24, 1997. Donald is currently registered with Calton & Associates, Inc. Donald is a Series 6 and SIE licensed representative. The Baton Rouge, Louisiana office is located at 6700 Jefferson Hwy, Building 7 Suite A, 70809. Previous affiliations include Capital Financial Services, Inc., LPL Financial LLC and Sunset Financial Services, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
LA
07/08/2019 - Present
Calton & Associates, Inc. (Baton Rouge LA)
LA
09/13/2017 - 07/09/2019
CAPITAL FINANCIAL SERVICES, INC. (Baton Rouge LA)
LA
01/10/2012 - 09/21/2017
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
06/16/1997 - 12/31/2011
SUNSET FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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