Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn Carmel is a financial advisor who has been in the industry since 1995. Donn Carmel is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since 2012. Donn Carmel is also registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Donn Carmel has held previous positions with MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and MCDONALD INVESTMENTS INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/19/2014 - Present
Raymond James Financial Services Advisors, Inc. (WESTLAKE OH)
OH
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)
OH
02/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
07/18/1995 - 03/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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