Unclaimed
Joseph Paul Zabratanski is an investment advisor representative with Donaldson Capital Management LLC. Joseph Paul Zabratanski has been registered with the Securities and Exchange Commission since February 24, 2012 and is currently registered with FINRA. Joseph Paul Zabratanski is also registered with the state of Illinois. Joseph Paul Zabratanski has passed the Series 7, Series 63 and Series 65 exams. Joseph Paul Zabratanski has previously been employed with BMO Capital Markets GKST 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of fees under management
1
2
IN
02/24/2012 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IL
10/22/2002 - 12/06/2011
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
IA
Issued 02/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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