Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Emile Ratte has been a registered representative since 1993 and has been a registered investment advisor since 1999. Donald is currently registered with Ameriprise Financial Services, LLC in Connecticut and maintains an active registration in the state. He has previously been associated with a number of firms including IDS Life Insurance Company, Phoenix Equity Planning Corporation, MML Investors Services, Inc., G. R. Phelps & Co., Inc., Money Concepts Capital Corp, and American Express Financial Advisors Inc. Donald specializes in working with clients who are individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.
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
CT
09/17/1999 - Present
Ameriprise Financial Services, LLC (Glastonbury CT)
MN
07/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
09/11/1996 - 03/31/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
03/01/1996 - 07/03/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/26/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
FL
11/04/1993 - 09/15/1994
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
MN
05/07/1993 - 09/13/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/07/1993 - 09/13/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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