Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Flint Neiman is a financial advisor with William Blair, with over two decades of experience in the industry. Donald is a Series 7, 63 and 3 licensed professional holding a Series 24 Principal License, and he is registered in Illinois and Iowa. Donald's specializations include equities, fixed income, mutual funds, variable annuities, and retirement planning. Donald has held past positions with William Blair, including roles where Donald provided investment advisory and brokerage services to a diverse clientele, ranging from individuals to institutions.
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.
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.
Equity research 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
IL
07/07/2006 - Present
William Blair (CHICAGO IL)
IL
06/16/2005 - 09/19/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
12/18/2000 - 07/29/2004
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/05/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/14/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Neiman is the right advisor for you? Invested Better is here to help.
