Unclaimed
Donald Thomas Fetsko is a financial advisor with over 20 years of experience in the industry. Donald is registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and West Virginia. Donald has also worked as a financial advisor for Trustmont Financial Group, Inc., Citizens Securities, Inc., LPL Financial LLC, Invest Financial Corporation, Futureshare Financial LLC, NatCity Insurance Services, Inc., NatCity Investments, Inc., and Liberty Securities Corporation. Donald specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Donald is committed to helping 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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
03/12/2019 - Present
Cambridge Investment Research Advisors, Inc. (Connellsville PA)
PA
08/01/2017 - 03/20/2019
TRUSTMONT FINANCIAL GROUP, INC. (CONNELLSVILLE PA)
PA
04/25/2017 - 08/01/2017
CITIZENS SECURITIES, INC. (LATROBE PA)
PA
11/08/2013 - 04/27/2017
TRUSTMONT FINANCIAL GROUP, INC. (CONNELLSVILLE PA)
PA
03/03/2009 - 10/17/2013
LPL FINANCIAL LLC (UNIONTOWN PA)
PA
12/12/2002 - 03/10/2009
INVEST FINANCIAL CORPORATION (UNIONTOWN PA)
NJ
11/20/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
OH
01/04/1999 - 11/12/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
07/28/1998 - 11/12/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/06/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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