Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Kenyon Wells is a financial advisor with over 30 years of experience in the industry. Don is currently registered with D.a. Davidson & Co. and has previously worked with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and Lehman Brothers Inc. Don is licensed to provide investment advice in a variety of states and has a wide range of experience in the financial services industry. Don is a Series 66, 63, 10, 9, 8, 3, 7, and SIE licensed advisor. Don also has experience with a variety of other investment products, including commodities and options.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
09/28/2018 - Present
D.a. Davidson & Co. (BEND OR)
OR
02/13/2009 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (BEND OR)
OR
06/04/2001 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (BEND OR)
MO
10/29/1990 - 06/14/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/10/1990 - 11/15/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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