Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McCloskey is a financial advisor with Summit Wealth And Retirement Partners, a Registered Investment Advisor. Donald has been in the financial services industry since 2002, providing financial planning and investment management advice. Donald has worked with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Donald's professional certifications include Certified Financial Planner. Donald is a licensed Registered Representative and Registered Principal. Summit Wealth And Retirement Partners provides a range of financial services to individuals, businesses and charitable organizations.
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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CA
09/19/2024 - Present
Summit Wealth AND Retirement Partners (SAN RAMON CA)
CA
10/29/2004 - 04/23/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
10/29/2004 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/06/2002 - 09/12/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/06/2002 - 09/12/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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