Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jenkins is an Investment Advisor Representative at Kestra Advisory Services, LLC. Donald has been in the industry since January 21, 1999, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Donald is registered with Kestra Advisory Services, LLC, and is also licensed to provide investment advice in 14 states. Donald is committed to providing his clients with personalized financial planning and investment management services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VT
04/21/2016 - Present
Kestra Advisory Services, LLC (SOUTH BURLINGTON VT)
VT
06/01/2009 - 02/24/2011
MORGAN STANLEY SMITH BARNEY (BURLINGTON VT)
VT
08/10/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
VT
10/14/2005 - 08/14/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON VT)
RI
01/31/2005 - 09/28/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
VT
03/14/2001 - 01/03/2005
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
NY
12/11/1998 - 03/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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