Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Strathdee Jaquin is a financial professional with over 30 years of experience in the financial services industry. Donald is a registered representative of LPL Financial LLC. Donald has a strong background in financial planning, investment management, and retirement planning. Donald's previous experience includes working at CADARET, GRANT & CO., INC. and MML INVESTORS SERVICES, INC. Donald is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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NY
07/27/2023 - Present
LPL Financial LLC (SYRACUSE NY)
NY
12/10/1992 - 07/27/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
01/12/1989 - 12/16/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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