Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Norris is a financial advisor with over 14 years of experience in the financial services industry. Don is currently registered with Edelman Financial Engines, where Don has been working since 2016. Don has also been registered with Waddell & Reed, Inc., and Edward Jones in the past. Don holds Series 7, 63, and 66 securities licenses. Don provides financial planning, pension consulting, portfolio management, and other financial services to a variety of clients, including individuals, businesses, and charitable organizations. Don specializes in retirement planning, investment management, and estate planning. Don is committed to providing clients with personalized financial advice and helping them reach 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
11/30/2016 - Present
Edelman Financial Engines (LYNNWOOD WA)
WA
09/07/2007 - 11/16/2007
WADDELL & REED, INC. (SEATTLE WA)
WA
11/09/2005 - 07/06/2007
EDWARD JONES (SEATTLE WA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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