Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Dewees is a financial advisor with over 30 years of experience in the industry. Don has a strong track record of providing financial guidance and investment management services to individual and institutional clients. Don currently works as an advisor at Wells Fargo Advisors Financial Network, LLC. Don specializes in financial planning, investment management, and retirement planning. Don has experience working with a variety of clients, including high net worth individuals, families, and businesses. Don is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
07/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE DE)
DE
10/01/1999 - 07/18/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NC
07/22/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 08/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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