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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 Wilber has been in the financial services industry since 1996. Don is currently registered with Morgan Stanley and is also licensed to provide investment advisory services in Florida and Texas. Don has a broad range of experience in the industry, having worked with multiple firms in various locations. Don currently works in the Palm Beach Gardens, FL branch of Morgan Stanley. In addition to his work with Morgan Stanley, Don is also a real estate owner in Vermont.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/04/2021 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
11/19/2004 - 07/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
08/27/2004 - 11/16/2004
NOESIS CAPITAL CORP. (MIAMI FL)
TX
10/18/1999 - 07/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
03/03/1997 - 07/14/1998
CAPITAL RESEARCH CORPORATION (JACKSONVILLE FL)
CA
07/22/1996 - 02/10/1997
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
IA
Issued 02/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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