Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Flannery is an investment advisor representative at Wells Fargo Clearing Services, LLC. Donald has been in the securities industry since 1994. Donald has Series 63, Series 65, Series 7 and SIE licenses and has held these licenses for several years, having passed the exams in 1994 and 2018. In addition to Donald's current firm, Donald has been previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donald is registered in 43 states, and in addition to investment advisory, Donald is also a landlord, which has involved a rental property in Iowa City, IA since 2019.
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.
1
2
IA
01/18/2013 - Present
Wells Fargo Clearing Services, LLC (WEST DES MOINES IA)
IA
10/05/1994 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DES MOINES IA)
IA
Issued 11/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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