Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Albert Shimer is a securities professional with over 17 years of experience in the financial services industry. Donald is currently registered with Wood Warren & Co. Securities, LLC and holds a Series 7, Series 24, Series 63, Series 79 and Series 99 licenses. Donald is also registered in California. Donald has a proven track record of success in providing financial guidance to clients and has a deep understanding of the financial markets.
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.
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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CA
11/22/2005 - Present
Wood Warren & Co. Securities, LLC (San Francisco CA)
BC
Issued 10/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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