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Donald D
Series 63, Series 66, Series 65
Morristown, NJ
Flomartin Securities Corporation
Donald Davret is a financial advisor at FloMartin Securities Corporation in Morristown, NJ, holding Series 63, 65, and 66 licenses with two years of industry experience. He has been with FloMartin Securities since 2014. FloMartin Securities Corporation provides investment advisory and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $4.4 million in assets. The firm uses written Investment Policy Statements and model portfolios to tailor asset allocation and security selection, primarily managing assets on a non-discretionary basis while employing active trading tools that may increase portfolio volatility.
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