Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Robert Bamford is a financial professional with over 28 years of experience in the industry. Donald is currently registered with Citigroup Global Markets Inc. in New York, NY. Donald has a strong background in investment banking and is a Series 79TO and Series 7 licensed professional. Donald is also a Series 24 principal. Donald was previously employed by VIOLY, BYORUM & PARTNERS, LLC and CITICORP SECURITIES, INC. Donald specializes in a broad range of investment services including securities, asset allocation, and portfolio management.
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.
Asset allocation advice
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.
1
2
NY
12/17/2004 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
07/11/1997 - 05/08/2000
VIOLY, BYORUM & PARTNERS, LLC (NEW YORK NY)
NY
08/01/1988 - 07/09/1996
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Bamford is the right advisor for you? Invested Better is here to help.
