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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Vessels is an investment advisor representative with Stephens Investment Management Group, LLC. Don has been in the industry since 1992 and holds a Series 63, Series 65, Series 7, and Series 79TO license. Don also has experience with Stephens, Invesco Distributors, Inc., AIM Private Asset Management, and Invesco Advisers, Inc.. Don is currently registered as an Investment Advisor Representative (IAR) in Texas. Don specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Registrant provides its model portfolios as recommended strategy models to other advisers for use in their advisory services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/28/2023 - Present
Stephens Investment Management Group, LLC (Houston TX)
TX
03/27/2023 - 12/22/2023
STEPHENS (HOUSTON TX)
TX
06/15/1992 - 06/06/2022
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 08/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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