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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald V. Hershberger, CFP®, is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Jackson, MI and Marco Island, FL. Donald has been a registered representative in the securities industry since 1983. Donald has also been registered as an investment advisor representative since 1996. Donald offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Donald also has experience in hourly and fixed-rate consultations. Donald has been affiliated with Raymond James since 2016. Prior to that, Donald was affiliated with Royal Alliance Associates, Inc., ING Financial Partners, Inc., Guardian Investor Services Corporation, and Mutual of Omaha Fund Management Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/28/2016 - Present
Raymond James Financial Services Advisors, Inc. (JACKSON MI)
NY
05/20/2004 - 09/26/2016
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
CT
12/10/1991 - 05/21/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
05/03/1988 - 12/10/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
02/07/1983 - 03/23/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 04/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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