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 Genord is a financial advisor currently registered with Level Four Advisory Services. Donald has been in the financial services industry since 2007. Donald has passed the Series 7, Series 63, Series 65 and SIE exams. Donald is registered with the states of Alabama, Arizona, California, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Washington and Wisconsin. Donald has been registered with Raymond James Financial Services, Inc. and FSC Securities Corporation in the past.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
04/01/2024 - Present
Level Four Advisory Services (DALLAS TX)
MI
01/15/2019 - 04/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bloomfield Hills MI)
MI
03/02/2017 - 01/22/2019
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
05/17/2007 - 03/02/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Genord is the right advisor for you? Invested Better is here to help.
