Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gleason is a financial professional with over 40 years of experience in the financial services industry. Donald has held various roles with firms like North Ridge Securities Corp. and Linsco/Private Ledger Corp. Currently, Donald Gleason is an Investment Advisor Representative registered with Cetera Investment Advisers LLC in SMITHTOWN, NY. Donald is registered in New York. Donald also holds Series 6 and SIE licenses. In addition to his work at Cetera Investment Advisers LLC, Donald is also a Fixed Insurance Agent, and an Advisor for North Ridge Wealth Planning LLC. Donald Gleason provides a variety of financial services including financial planning, pension consulting, and portfolio management.
SMITHTOWN, NY
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (SMITHTOWN NY)
NY
09/30/2005 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (smithtown NY)
SC
06/18/2004 - 08/02/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
04/08/1983 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
11/15/1982 - 02/08/1983
CIGNA SECURITIES, INC.
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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