Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Berkey is a financial advisor at Ameriprise Financial Services, LLC. Donald has been in the financial industry since 1980. Donald holds licenses in Alabama, Florida, Georgia, Illinois, Iowa, Michigan, North Carolina, Ohio, Tennessee, Texas and Virginia. Donald is a registered investment advisor representative in Ohio and Texas. Donald also holds the Series 6, 7 and 66 licenses. Donald is a highly experienced financial advisor who can help you with a wide range of financial needs.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OH
01/04/2022 - Present
Ameriprise Financial Services, LLC (BELLEVUE OH)
MN
11/19/1980 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/20/1980 - 08/30/1988
EQUICO SECURITIES, INC.
NA
11/19/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
10/07/1980 - 03/19/1981
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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