Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gregg Duvall is a financial advisor with Wintrust Investments LLC. Donald has over 20 years of experience in the financial services industry. He is a Series 7, 55, 63, 66, and SIE licensed advisor and has been registered in multiple states. Donald focuses on providing financial advice to high net worth individuals, corporations, charitable organizations and pension and profit sharing plans. Donald's experience includes working at BMO Harris Financial Advisors, Inc., HarrisDirect LLC, NT Securities LLC and Edward Jones.
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.
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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IL
09/20/2013 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
12/14/2005 - 09/24/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (HUNTLEY IL)
NJ
03/31/2003 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IL
11/29/2002 - 05/02/2003
NT SECURITIES LLC (CHICAGO IL)
MO
09/26/2000 - 11/05/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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