Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Donaldson is a registered representative with LPL Financial LLC. Mike has been in the industry since April 2001. Mike has offices in Cottonwood Heights, UT. Mike is licensed to provide financial advice in several states, including Texas and Utah. Mike has passed several securities exams, including the Series 6, Series 7, Series 63, Series 65 and Series 66. Mike has experience working with MML Investors Services, LLC and Equity Services, 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.
Consulting and other non-discretionary advisory 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.
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.
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2
UT
07/31/2019 - Present
LPL Financial LLC (COTTONWOOD HEIGHTS UT)
UT
11/11/2009 - 07/31/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
04/30/2001 - 12/03/2009
EQUITY SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 02/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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