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 Cetera Investment Advisers LLC. Donald has been in the industry since June 2006 and has been registered with Cetera Investment Advisers LLC since December 2023. Donald has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and pension consulting services. Donald also has a strong track record of success in helping individuals and families achieve their financial goals. Donald is committed to providing his clients with personalized advice and guidance to help them make informed decisions about their financial future. Donald is a Registered Representative and Investment Advisor Representative. Donald is licensed in NY, TX, PA and SC.
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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NY
12/06/2023 - Present
Cetera Investment Advisers LLC (FISHKILL NY)
NY
06/06/2006 - 12/19/2023
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
BOTH
Issued 6/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/5/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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