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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 W. Nicholson is a financial advisor who has been in the industry since 1983. Donald is registered with the state of Delaware. Donald's firm, Donald W. Nicholson & Associates Ltd., is located in Wilmington, DE and has 2 employees. The firm is an Investment Advisor and offers investment advisory services to individuals, businesses and trusts. They primarily focus on financial planning and portfolio management.
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.
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2
DE
01/01/1989 - Present
Donald W. Nicholson & Associates Ltd. (WILMINGTON DE)
AZ
12/18/1996 - 03/31/2005
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
04/16/1992 - 11/18/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/16/1992 - 11/18/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
06/15/1989 - 04/27/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
08/26/1987 - 04/26/1989
CAREY JAMISON & COMPANY
NA
07/07/1983 - 09/01/1987
MANEQUITY, INC.
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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