Donald Guiswite (CRD# 2895578) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Myerstown, PA and has over 26 years of experience in the finance industry.
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
CRD# 1388677
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Specific Solutions | Myerstown, PA | Feb 2016 - Current | 8 |
| Raymond James Financial Services Advisors, Inc. | Myerstown, PA | Jan 2009 - Current | 15 |
| Fulton Financial Corporation | Myerstown, PA | Jun 2008 - Current | 15 |
| Fulton Bank | Myerstown, PA | Jun 2008 - Current | 15 |
| Raymond James Financial Services | Harrisburg, PA | May 2008 - Current | 15 |
| Fulton Financial Advisors | Myerstown, PA | Jan 1999 - Nov 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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