Michael Donaldson (CRD# 2097445) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 33 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | San Diego, CA | Dec 2022 - Current | 1 |
| Tdameritrade Inc. | Jersey City, NJ | Dec 2014 - Dec 2022 | 8 |
| Cuso Financial Services, LP | San Diego, CA | Dec 2012 - Dec 2014 | 2 |
| Financial Resources Federal Credit Union | Bridgewater, NJ | Dec 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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