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 Harivel has been in the financial services industry since 1983. Donald is currently registered as a Registered Representative and Investment Advisor Representative with Grove Point Advisors, LLC and is licensed in Florida and New Jersey. Donald is a highly experienced advisor who has a proven track record of success in helping clients achieve their financial goals. Donald has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. Grove Point Advisors, LLC is an independent financial advisory firm that provides a wide range of financial services, including investment management, financial planning, and retirement 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/18/2022 - Present
Grove Point Advisors, LLC (Towaco NJ)
NJ
02/14/2018 - 10/26/2022
LPL FINANCIAL LLC (TOWACO NJ)
NJ
12/17/2004 - 02/14/2018
SII INVESTMENTS, INC. (TOWACO NJ)
CA
08/01/2003 - 01/11/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/12/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
VT
04/11/1989 - 03/11/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
07/01/1986 - 01/09/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
06/26/1986 - 12/31/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/24/1982 - 12/20/1985
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 02/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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