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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 Wayne Rifkin is a financial advisor at Cadaret, Grant & CO., Inc. based in Hackensack, NJ. Donald has been in the financial industry since 1999. Donald holds the Series 6, 7, 63, and 65 licenses. Donald also holds the Certified Financial Planner designation. Donald's background includes experience in tax planning and advisory. Donald is registered to provide investment advisory services in California, Connecticut, New Jersey, New York, Pennsylvania, and Virginia. Donald's firm specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/29/2014 - Present
Cadaret, Grant & CO., Inc. (HACKENSACK NJ)
NJ
10/12/1999 - 12/22/2010
PRIME CAPITAL SERVICES, INC. (HACKENSACK NJ)
IA
Issued 06/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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