Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Adams is a financial advisor who has been in the industry since 1987. Donald is registered with Wells Fargo Advisors Financial Network, LLC, and has offices in Melbourne, FL. Donald holds the Series 63, Series 7, and SIE licenses. Donald has a strong background in the financial industry and has extensive experience working with individuals, corporations, and charitable organizations. Donald is committed to providing his clients with the best possible financial advice and services to help them 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.
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.
Investment consulting services to institutional clients
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.
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2
FL
12/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
01/01/2008 - 12/02/2022
WELLS FARGO CLEARING SERVICES, LLC (MELBOURNE FL)
FL
03/02/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
NJ
10/21/1987 - 03/09/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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