Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gregory Shields is a financial advisor with Edward Jones, a firm with over 20,000 licensed agents and registered representatives. Donald is registered to offer investment advice in 51 states and has been active in the industry for over 23 years, having started in 1997. Donald has a wide range of experience with both individual and business clients, and specializes in financial planning, pension consulting, and portfolio management.
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.
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.
See schedule d - miscellaneous
1
2
AZ
07/24/2023 - Present
Edward Jones (TEMPE AZ)
AZ
09/22/2015 - 09/27/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
04/13/2012 - 08/20/2015
EDWARD JONES (TEMPE AZ)
AZ
06/03/2008 - 05/05/2010
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/31/1997 - 02/08/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 07/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Shields is the right advisor for you? Invested Better is here to help.
