Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Charles Heaney is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC, with over 36 years of experience in the financial services industry. Donald has previously worked with other firms including RAYMOND JAMES FINANCIAL SERVICES, INC., NATCITY INVESTMENTS, INC., RED CAPITAL MARKETS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, H.J. MEYERS & CO., INC., HIBBARD BROWN & CO., INC., SHERWOOD CAPITAL, INC., and FIRST JERSEY SECURITIES, INC. Donald has a broad range of experience and certifications, including Series 7, 63, 66, and 24 licenses and has successfully passed the Securities Industry Essentials Examination (SIE).
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.
Asset allocation services
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.
1
2
MO
04/19/2012 - Present
Ameriprise Financial Services, LLC (SPRINGFIELD MO)
MO
07/12/2006 - 04/10/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
10/13/2004 - 07/14/2006
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
OH
11/21/2001 - 10/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
NY
05/01/1998 - 01/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/14/1994 - 03/12/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/24/1988 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
03/19/1986 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 06/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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