Donald TenneCRD Number: 1148977
Current Firm: Msi Financial Services, Inc.
Donald Tenne (CRD# 1148977) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Glens Falls, NY and has over 30 years of experience in the finance industry.
Vahanian & Associates Financial Planning Inc.
Centerpoint Financial, Inc.
Cambridge Wealth Management, LLC
|Metlife Securities Inc.||Glens Falls, NY||Nov 1982 - Current||35|
|Metropolitan Life Insurance Company||Glens Falls, NY||Nov 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1987|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV