Unclaimed
Don Wayne Satterfield is an investment advisor representative who has been in the industry since 2003. Don is currently registered with Edward Jones and has been with the firm since 2001. Don is a licensed investment advisor representative in Alabama, Florida, Iowa, North Carolina, Tennessee, and Virginia. Don has passed the Series 7, Series 63, and Series 66 exams. Don is also a licensed investment advisor representative in Virginia. Don Wayne Satterfield has worked for Davenport & Company LLC and Edward Jones in the past. Don also owns Old 97 Landscaping.
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.
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.
See schedule d - miscellaneous
1
2
VA
03/26/2007 - Present
Edward Jones (RUSTBURG VA)
VA
09/16/2004 - 11/10/2005
DAVENPORT & COMPANY LLC (RICHMOND VA)
MO
11/20/2001 - 09/20/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Don Satterfield is the right advisor for you? Invested Better is here to help.