Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Angel is a financial advisor with LPL Financial LLC. Donald has been working in the financial industry since 2000. He holds Series 7, 63, and 66 licenses. Donald is also a Certified Financial Planner. He has experience working with high-net-worth individuals, corporations, and retirement plans. He provides financial planning, portfolio management, and consulting services. Previously, Donald worked for Hornor, Townsend & Kent, Inc., and American Express Financial Advisors Inc. Donald is registered with the state of Pennsylvania as an investment advisor representative. He has also been registered as a broker in 14 other states.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
02/19/2009 - Present
LPL Financial LLC (CANONSBURG PA)
PA
07/25/2002 - 04/26/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
08/04/2000 - 07/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/2000 - 07/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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