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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gerard Ritley is an investment advisor representative with Ameriprise Financial Services, LLC, located in San Diego, CA. Donald has been in the financial industry since 1975. He is a Registered Representative and an Investment Advisor Representative in Texas, holding Series 63, 65, 7, and SIE licenses. Donald has previous experience with Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, Paine Webber Incorporated, Prudential Securities Incorporated, E.F. Hutton & Company Inc, and Western Reserve Financial Services Corp. His specializations include asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. He is a licensed real estate owner and has a variety of client types including trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Donald's firm, Ameriprise Financial Services, LLC, is based in Minneapolis, MN, and provides a range of services including asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
CA
03/15/2010 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
02/15/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
09/22/1999 - 02/15/2008
WACHOVIA SECURITIES, LLC (CARLSBAD CA)
NJ
07/20/1994 - 10/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/17/1987 - 07/12/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/30/1982 - 08/29/1987
E. F. HUTTON & COMPANY INC
NA
04/17/1975 - 08/05/1977
WESTERN RESERVE FINANCIAL SERVICES CORP
IA
Issued 09/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1975
Series 1 - Registered Representative Examination
Active
Inactive
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