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Donabel Asignacion Triplett

Principal Advised Services

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About Donabel Asignacion Triplett

Donabel Triplett is an Investment Advisor Representative with Principal Advised Services, licensed in Iowa and North Carolina. Donabel has been in the financial services industry for seven years. Prior to joining Principal, Donabel worked for Wells Fargo Clearing Services. Donabel has a Series 6, 7, 63, and 66 securities licenses. Donabel also works as a Retirement Consultant for Principal Advised Services and is an AVP - Advice, Education & Sales with Principal Bank. Donabel is registered to provide investment advice in 51 states and the District of Columbia.

Firm Information

Donabel Triplett is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donabel Triplett’s Registration & Firm History

NC

05/07/2024 - Present

Principal Advised Services (TROUTMAN NC)

NC

04/01/2017 - 03/02/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donabel Asignacion Triplett.
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