Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Walter Kiley is a financial professional with over 25 years of experience in the securities industry. Donald is currently a registered representative with Ausdal Financial Partners, Inc., and has been with the firm since 2008. Prior to joining Ausdal Financial Partners, Inc., Donald was a registered representative with Waterstone Financial Group, Inc., Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. Donald holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Donald specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
WI
03/25/2008 - Present
Ausdal Financial Partners, Inc. (DE PERE WI)
WI
02/23/2005 - 03/17/2008
WATERSTONE FINANCIAL GROUP, INC. (GREEN BAY WI)
CA
08/01/2003 - 03/24/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/07/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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