Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Williams is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with Purshe Kaplan Sterling Investments, a firm based in Egg Harbor Township, New Jersey. Donald has passed the Series 7, Series 63, Series 65 and SIE exams. Donald has been registered as a financial advisor in New Jersey since 2004. Prior to joining Purshe Kaplan Sterling Investments, Donald was employed by First Montauk Securities Corp. in Red Bank, New Jersey.
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.
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.
1
2
NJ
04/13/2004 - Present
Purshe Kaplan Sterling Investments (EGG HARBOR TWP. NJ)
NJ
11/02/2001 - 12/31/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 07/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Williams is the right advisor for you? Invested Better is here to help.
