Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Whitman is a financial advisor registered with Avantax Advisory Services. Donald has over 20 years of experience in the financial services industry, having previously worked with Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., and 1st Global Capital Corp. Donald specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Donald holds a Series 7, 63, 65 and 66 securities license. He is also a member of the Martin Auto Museum Board of Directors.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
01/26/2024 - Present
Avantax Advisory Services (PHOENIX, AZ, AZ)
AZ
08/05/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
AZ
09/25/2002 - 08/10/2009
WOODBURY FINANCIAL SERVICES, INC. (ANTHEM AZ)
AZ
01/23/1998 - 10/26/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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