Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Click is a financial advisor with over 40 years of experience in the industry. Donald is registered with Commonwealth Financial Network and has offices in Glenwood Springs, CO. Donald provides financial planning, portfolio management, and investment advice to individuals, families, and businesses. Donald is also a Certified Financial Planner. Donald has a long history of working with clients in a variety of states, including Colorado, Arizona, California, Florida, Idaho, Indiana, Maryland, Massachusetts, Minnesota, Montana, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Tennessee, Texas, Washington, Wisconsin and Wyoming.
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.
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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CO
03/23/2000 - Present
Commonwealth Financial Network (GLENWOOD SPRINGS CO)
NY
02/11/1998 - 03/20/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NE
10/14/1982 - 02/04/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 02/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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