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DK

Donald Klimoski

MIDAS SECURITIES GROUP
Rochester, NY 14624
Some features on this profile are disabled
CRD#: 6854924
DK

Professional summary

Donald Klimoski II is a registered financial professional currently at MIDAS SECURITIES GROUP, INC. located in Rochester, New York.

Donald is registered as a RR (Registered Representative) and started their career in finance in 2017. Donald has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Donald Klimoski II's CRS (Customer Relationship Summary).

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

September 25, 2017 - Present

MIDAS SECURITIES GROUP, INC.

Office #1: 2255 Buffalo Road, Rochester, NY 14624
BD
CRD#: 14009
Rochester, NY
Past

September 25, 2017 - January 3, 2022

BEXIL SECURITIES LLC

BD
CRD#: 153813
MILLBROOK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(11/13/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 11/13/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/2/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MIDAS SECURITIES GROUP, INC.
BULL & BEAR MARKETING SERVICES | MIDAS SECURITIES GROUP, INC. | INVESTOR SERVICE CENTER, INC.

CRD#: 14009 / SEC#: , 8-29751

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
2255 Buffalo Road, Rochester, NY 14624
Mailing Address
2255 Buffalo Road, Rochester, NY 14624
Phone number
(212) 785-0900
Established
Delaware since 12/19/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WINMILL & CO. INCORPORATEDPARENT COMPANY
KAMERMAN, RUSSELL LOUISSECRETARY, GENERAL COUNSEL, AND CHIEF COMPLIANCE OFFICER6432984
KLIMOSKI, DONALD IIASSISTANT SECRETARY, ASSISTANT GENERAL COUNSEL, AND ASSISTANT CHIEF COMPLIANCE OFFICER6854924
OMALLEY, THOMASDIRECTOR, CFO, CAO, TREASURER, CONTROLLER1144851
WINMILL, MARK CAMPBELLPRINCIPAL1181703
WINMILL, THOMAS BASSETTDIRECTOR, CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, AND CHIEF LEGAL OFFICER1849082

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

MIDAS SECURITIES GROUP, INC.

CRD#: 14009Rochester, NY 14624

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