Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Drury is an Investment Advisor Representative with Moran Wealth Management, LLC. Donald has been in the industry since 1993 and holds Series 6, 7, 63, and 65 licenses. Donald has worked for a number of firms including PNC Wealth Management, Wells Fargo Advisors Financial Network, LLC, and Northwestern Mutual Investment Services, Inc. Donald is registered in Florida and Texas and has over 30 years of experience in the financial industry.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/16/2022 - Present
Moran Wealth Management, LLC (NAPLES FL)
FL
10/17/2019 - 06/06/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)
FL
02/03/2011 - 04/14/2014
PNC INVESTMENTS (NAPLES FL)
PA
11/13/2009 - 12/31/2009
PNC INVESTMENTS (PITTSBURGH PA)
OH
10/09/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CT
06/24/2005 - 10/04/2007
UST SECURITIES CORP. (STAMFORD CT)
MO
02/27/2004 - 05/09/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
07/02/2001 - 06/06/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IL
05/06/1998 - 05/17/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
07/28/1997 - 07/09/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
05/19/1997 - 04/15/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
09/15/1993 - 05/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
02/24/1993 - 07/13/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 11/11/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Donald Drury is the right advisor for you? Invested Better is here to help.
