Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Grimm is a registered representative with LPL Financial LLC in Quincy, IL. Donald has been in the industry since November 6, 1988 and has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Donald holds a Series 6, 7, 63, and 65 licenses, allowing Donald to provide comprehensive financial planning and investment management services. Donald is committed to helping clients achieve their financial goals and objectives, working closely with each client to understand their unique needs and develop a customized investment plan.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/02/2004 - Present
LPL Financial LLC (QUINCY IL)
MA
11/07/1988 - 04/05/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/07/1988 - 04/05/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Grimm is the right advisor for you? Invested Better is here to help.
