Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Loveless is a financial advisor with over 30 years of experience in the industry. Donald holds licenses for both investment advising and brokerage services, having worked with firms like CADARET, GRANT & CO., INC., INVESTACORP, INC., and WALNUT STREET SECURITIES, INC. Donald is currently registered with Dakota Wealth, LLC, an independent financial advisor. Dakota Wealth, LLC is headquartered in Palm Beach Gardens, FL and provides a variety of financial advisory services to individuals, families, and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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FL
06/30/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
MT
05/18/1995 - 10/24/2006
CADARET, GRANT & CO., INC. (BILLINGS MT)
FL
01/07/1986 - 05/24/1995
INVESTACORP, INC. (MIAMI FL)
CA
03/28/1991 - 04/04/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/13/1983 - 01/21/1986
WADDELL & REED, INC.
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1986
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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