Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald A. Sawyer is an Investment Advisor Representative with Integrated Advisors Network LLC, providing financial advice and wealth management services to a diverse clientele. Donald has been active in the financial industry since 2004, previously working with Morgan Stanley and Morgan Stanley & Co. Incorporated. Donald’s expertise extends to various areas including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Donald is dedicated to providing tailored solutions that help individuals and organizations achieve 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/15/2019 - Present
Integrated Advisors Network LLC (DALLAS TX)
CO
06/01/2009 - 01/23/2017
MORGAN STANLEY (DENVER CO)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
CO
01/01/2004 - 04/02/2007
MORGAN STANLEY DW INC. (DENVER CO)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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