Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Steven Conrad is a financial advisor with The Huntington Investment Co. in Fairlawn, OH. Donald has been in the financial services industry since February 8, 2004. Donald is registered with the state of Ohio as a Registered Representative and an Investment Advisor Representative. Donald has passed the Series 7, Series 63, Series 66, and SIE exams. Donald has experience with both PNC Investments and Edward Jones.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/11/2017 - Present
THE Huntington Investment Co. (Fairlawn OH)
OH
11/12/2013 - 08/07/2017
PNC INVESTMENTS (HUDSON OH)
OH
11/13/2009 - 07/03/2012
PNC INVESTMENTS (STOW OH)
OH
09/20/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (TALLMADGE OH)
OH
03/01/2007 - 09/27/2007
WUNDERLICH SECURITIES, INC. (STOW OH)
OH
03/08/2006 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (STOW OH)
OH
08/27/2002 - 03/09/2006
EDWARD JONES (FAIRLAWN OH)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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