Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McFarland is an active investment advisor representative with Stifel, Nicolaus & Company, Inc.. Donald has been in the industry since January 20, 1994 and currently holds registrations in Iowa and Texas. Donald has a wealth of experience working with a wide range of clients including high-net-worth individuals, charitable organizations, and businesses. Donald provides financial planning, portfolio management, and educational seminars.
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.
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.
1
2
IA
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (AMES IA)
IA
06/01/2006 - 05/11/2010
WELLS FARGO INVESTMENTS, LLC (JEFFERSON IA)
IL
12/01/2005 - 05/31/2006
CCO INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
07/14/2003 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
01/18/2001 - 07/31/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/14/1998 - 01/16/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/14/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IL
01/23/1989 - 04/21/1992
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
NA
05/05/1987 - 10/28/1988
FIRST CHICAGO INVESTMENT SERVICES, INC.
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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