Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hadley is a registered representative with Lincoln Investment and Capital Analysts. Donald is a financial professional with over 50 years of experience in the industry. Donald is currently registered in 13 states, as well as being registered with FINRA and the SEC. Donald is a Chartered Financial Consultant, and has specializations in Retirement Planning, College Savings, Insurance and Estate Planning. Donald’s professional experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, insurance, and estate planning. Donald has a passion for helping people achieve their financial goals, and he is committed to providing his clients with personalized service and advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/01/2012 - Present
Lincoln Investment (KNIGHTDALE NC)
NC
04/03/1972 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (KNIGHTDALE NC)
NA
10/16/1967 - 11/16/1980
CG EQUITY SALES COMPANY
BC
Issued 08/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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