Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Shane Moore is a financial advisor with LPL Financial LLC. Donald has been working in the financial services industry since December 1994 and is registered with FINRA and the state of Texas. Donald is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Donald has previously worked with J.P. Morgan Securities Inc., BANC ONE SECURITIES CORPORATION, CITIGROUP GLOBAL MARKETS INC., and CHASE SECURITIES OF TEXAS, INC.
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
TX
09/04/2007 - Present
LPL Financial LLC (AUSTIN TX)
TX
07/01/2006 - 06/18/2007
J.P. MORGAN SECURITIES INC. (AUSTIN TX)
TX
06/03/2003 - 07/01/2006
BANC ONE SECURITIES CORPORATION (AUSTIN TX)
NY
04/06/2001 - 04/28/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
08/17/1994 - 05/01/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
BOTH
Issued 04/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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