Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Angel is a financial advisor at Cambridge Investment Research Advisors, Inc. Donald has been in the financial industry since 2002 and has experience working at LPL FINANCIAL LLC and Mutual Service Corporation. Donald has a Series 7, Series 66, and SIE license and is registered with the state of Pennsylvania. Donald specializes in retirement planning, mutual funds, insurance, and financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
11/16/2012 - Present
Cambridge Investment Research Advisors, Inc. (MURRYSVILLE PA)
PA
09/08/2009 - 11/29/2012
LPL FINANCIAL LLC (MURRYSVILLE PA)
PA
11/08/2004 - 09/08/2009
MUTUAL SERVICE CORPORATION (MURRYSVILLE PA)
NY
08/23/2002 - 07/12/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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