Donald R. Perschall
Professional summary
Donald Richard Perschall III, who also goes by Donald Richard Perschall, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Donald is registered as a RR (Registered Representative) and started their career in finance in 2006. Donald has worked at 5 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 6, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Richard Perschall III's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901February 9, 2018 - April 20, 2021
GLOBAL ATLANTIC DISTRIBUTORS, LLC
October 17, 2012 - December 31, 2013
AMERITAS INVESTMENT COMPANY, LLC
October 9, 2012 - December 31, 2013
AMERITAS INVESTMENT COMPANY, LLC
March 4, 2009 - October 3, 2012
INVEST FINANCIAL CORPORATION
March 4, 2009 - October 3, 2012
INVEST FINANCIAL CORPORATION
January 26, 2007 - January 29, 2009
EDWARD JONES
March 10, 2006 - January 29, 2009
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/13/2023)
(11/13/2023)
(7/18/2025)
Exams
Series 6TO
Date: 10/19/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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