Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donaldson is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with Charles Schwab & CO., Inc. and has a wide range of experience with several previous employers including TD Ameritrade, Inc., CUSO Financial Services, L.P., PFS Investments Inc., Chase Investment Services Corp., LPL Financial Corporation, IFMG Securities, Inc., Capital One Investment Services Corporation, Assent LLC, Quick & Reilly, Inc., Summit Financial Services Group, Inc., First Union Brokerage Services, Inc., CIBC Oppenheimer Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Oppenheimer & Co., Inc.. Michael has a strong background in providing financial planning, portfolio management and other services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
12/24/2014 - 05/19/2024
TD AMERITRADE, INC. (San Diego CA)
NJ
01/07/2013 - 12/08/2014
CUSO FINANCIAL SERVICES, L.P. (BRIDGEWATER NJ)
NJ
07/02/2012 - 12/31/2012
PFS INVESTMENTS INC. (CRANFORD NJ)
NJ
07/28/2008 - 07/28/2010
CHASE INVESTMENT SERVICES CORP. (UNION NJ)
SC
05/27/2008 - 07/31/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
NJ
05/14/2008 - 05/27/2008
IFMG SECURITIES, INC. (FAIRFIELD NJ)
NY
11/21/2006 - 05/05/2008
CAPITAL ONE INVESTMENT SERVICES CORPORATION (MELVILLE NY)
IL
03/12/2004 - 06/09/2005
ASSENT LLC (BOLINGBROOK IL)
NY
04/25/2001 - 02/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
03/09/1999 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NC
06/18/1998 - 01/07/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/18/1998 - 05/18/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
10/04/1996 - 03/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
07/28/1995 - 03/20/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/19/1994 - 02/17/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
12/10/1993 - 02/08/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
05/13/1993 - 09/13/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
01/25/1993 - 04/26/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/29/1990 - 12/14/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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