Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Zand Richner is an Investment Advisor Representative at Churchill Management Group. Donald is a Certified Financial Planner and has been in the industry since 1988. Donald is registered in Arizona, California, and Nevada. Donald has previously worked at NDB CAPITAL MARKETS, LP, WATERHOUSE SECURITIES, INC., KENNEDY, CABOT & CO., RHODES SECURITIES, INC. and B.C. CHRISTOPHER SECURITIES CO.. Donald has passed the Series 4, Series 7, Series 8, Series 24, Series 55, and Series 63 and Series 65 exams. Donald specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/20/2020 - Present
Churchill Management Group (LOS ANGELES CA)
NY
07/06/1999 - 07/01/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NE
11/07/1997 - 07/27/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
CA
03/30/1992 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
TX
08/17/1990 - 02/21/1992
RHODES SECURITIES, INC. (FT WORTH TX)
NA
06/21/1988 - 11/22/1988
B.C. CHRISTOPHER SECURITIES CO.
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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