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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 William Cowie is an active investment advisor representative with Equitable Advisors, LLC since September 1999. Donald has been working in the industry since December 1983, and holds a Series 7, Series 63, Series 24, Series 6 TO, and SIE license. Donald specializes in financial planning, portfolio management, and pension consulting. Donald is registered with the state of Pennsylvania, as well as 22 other states. Donald William Cowie is also registered with the state of Pennsylvania for investment advising services.
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.
1
2
PA
05/11/2020 - Present
Equitable Advisors, LLC (JOHNSTOWN PA)
NY
12/08/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
PA
01/30/1987 - 12/12/1995
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
NA
09/22/1983 - 10/31/1986
EASTMAN BANKS & DOLAN, INC.
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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