Unclaimed
Donny Blumenkranz is a financial advisor with Edward Jones. Donny has been working in the financial industry since 2015. Donny holds the Series 7, Series 24, Series 55, Series 87, and Series 99TO licenses. Donny is registered with the state of Florida. Donny has previously worked at B. Riley Wealth Management, National Securities Corporation, Token Foundry Securities LLC, and Telsey Advisory Group LLC.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
07/05/2022 - Present
Edward Jones (ST LOUIS MO)
FL
04/14/2022 - 06/23/2022
B. RILEY WEALTH MANAGEMENT (Boca Raton FL)
FL
05/13/2019 - 06/23/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
03/21/2018 - 04/26/2018
TOKEN FOUNDRY SECURITIES LLC (NEW YORK NY)
NY
06/21/2012 - 01/20/2016
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
BC
Issued 12/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/30/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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