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 Shelc is a financial advisor in Rochester, NY. Donald has over 7 years of experience in the financial services industry and has been registered with KEY Investment Services LLC since August 2022. Donald's previous experience includes roles at LPL FINANCIAL LLC and M&T SECURITIES, INC. Donald holds Series 6 and 63 licenses, and is a registered representative with FINRA and the state of New York. Donald specializes in investment advice for individuals and businesses. Donald is an experienced financial advisor who can help you reach your 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
08/08/2022 - Present
KEY Investment Services LLC (ROCHESTER NY)
NY
06/09/2021 - 08/10/2022
LPL FINANCIAL LLC (ROCHESTER NY)
NY
03/19/2015 - 06/09/2021
M&T SECURITIES, INC. (ROCHESTER NY)
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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