Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Donaldson is a financial professional with over 40 years of experience in the industry. Joseph has a Series 6, Series 22, Series 63, and SIE license and is registered in Alabama, Arkansas, Florida, Georgia, and Louisiana. Currently, Joseph is an investment advisor representative for Eagle Strategies LLC. Joseph specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Investment Companies. Joseph has been with Eagle Strategies LLC since 2010. In addition to working with Eagle Strategies LLC, Joseph is also involved with various outside insurance carriers for the purpose of brokering non-registered insurance products, is a board member of Faulkner University, and has a stake in Partners 80, LLC. Joseph has a strong background in the financial industry and is committed to providing his clients with the best possible 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.
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.
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.
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2
AL
09/17/2001 - Present
Eagle Strategies LLC (MONTGOMERY AL)
BC
Issued 8/2/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/5/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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