Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Weis is a financial advisor with over 17 years of experience in the industry. Donald holds a Series 6, 7, 24, 63, and 66 licenses. He has a broad range of experience and is registered with Hornor, Townsend & Kent, LLC in Florida and New York. Donald is also registered as an Investment Advisor Representative in New York and Texas. Donald is a dedicated professional providing a variety of services including Financial Planning, Pension Consulting and the selection of other advisors. He is a valuable resource for clients seeking to understand their financial options.
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.
Trail commissions, distribution assistance fees
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2
FL
11/18/2024 - Present
Hornor, Townsend & Kent, LLC (LUTZ FL)
NY
06/06/2006 - 12/19/2023
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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