Unclaimed
Donald Stewart Hutchinson is an investment advisor representative with LPL Financial LLC and has been working in the financial industry for over 50 years. Donald has licenses in Connecticut and Florida and has been registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) since 2003. Donald previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1978 to 2003. Donald's current registrations include registered representative (RA) in Connecticut and Florida.
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
FL
09/02/2022 - Present
LPL Financial LLC (NAPLES FL)
NY
09/26/1978 - 12/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/18/1972 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1985
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 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 05/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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