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DS

Donald D. Servan

PASADENA, CA 91101
Some features on this profile are disabled
CRD#: 5921690
DS
Donald Daniel Servan

Professional summary

Donald Daniel Servan, who also goes by Danny Servan, was a registered financial advisor .

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Donald had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Danny Servan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 17, 2026 - Present

Office #1: 301 North Lake Avenue Suite 115, Pasadena, CA 91101
PASADENA, CA
Past

October 3, 2012 - October 20, 2014

SCOTTRADE, INC.

BD
CRD#: 8206
HUNTINGTON BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/17/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/5/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/20/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2012
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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