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 Scholz is a financial advisor with over 30 years of experience in the financial services industry. Donald is currently registered with The Marshall Financial Group, Inc. in Pennsylvania. Donald's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Donald has previously worked with Cambridge Investment Research, Inc., FSC Securities Corporation, Kavanaugh Securities, Inc., Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation, American Preferred Securities, Inc., New England Securities Corporation, and IDS Marketing Corporation. Donald is also a Certified Financial Planner.
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.
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
PA
02/23/1994 - Present
THE Marshall Financial Group, Inc. (DOYLESTOWN PA)
PA
01/02/2002 - 06/22/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
GA
06/22/1992 - 12/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
10/01/1990 - 06/24/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
CA
04/12/1988 - 09/14/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
04/12/1988 - 09/14/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
05/13/1987 - 04/18/1988
AMERICAN PREFERRED SECURITIES, INC.
NA
03/31/1986 - 05/06/1987
NEW ENGLAND SECURITIES CORPORATION
NA
11/11/1985 - 12/23/1985
IDS MARKETING CORPORATION
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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