Donald Tenne, financial advisor Glens Falls NY
96 score

Donald Tenne

CRD 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 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Inc. Glens Falls, NY Nov 1982 - Current 34
Metropolitan Life Insurance Company Glens Falls, NY Nov 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
Contact Info for Donald P. Tenne
Phone Number: 800-638-8378
Registered State(s):
  • MT
  • VA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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