Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kerr is a financial advisor registered with MML Investors Services, LLC in Beaver Falls, PA. Donald has been working in the financial services industry since 1972. Donald has a Series 7, Series 63, and Series 1 license. Donald also holds the Chartered Financial Consultant designation.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
10/25/2010 - Present
MML Investors Services, LLC (BEAVER FALLS PA)
PA
01/04/2010 - 09/07/2010
TRUSTMONT FINANCIAL GROUP, INC. (BEAVER FALLS PA)
PA
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (BEAVER FALLS PA)
PA
05/16/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BEAVER FALLS PA)
TX
01/03/2005 - 05/17/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
07/15/2004 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
PA
10/02/2002 - 07/13/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
CA
05/16/1989 - 10/01/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
04/22/1983 - 08/05/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/22/1979 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
12/12/1973 - 04/30/1979
NML EQUITY SERVICES, INC.
NA
04/21/1972 - 12/01/1973
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
04/21/1972 - 12/01/1973
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 06/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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