Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dever is a financial advisor with UBS Financial Services Inc. Donald Dever has been in the industry since August 2, 2007. Donald Dever is registered with FINRA and holds the Series 7, Series 31 and Series 66 licenses. Donald Dever is also registered with the state of Florida, New Jersey and Texas. Donald Dever's firm, UBS Financial Services Inc., is based in Weehawken, New Jersey and has a large client base, managing over $700 billion in assets. UBS Financial Services Inc. offers a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for both 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
12/02/2015 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
06/14/2012 - 12/18/2015
CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)
FL
08/23/2011 - 06/27/2012
M&T SECURITIES, INC. (PALM BEACH FL)
FL
05/23/2011 - 09/01/2011
WILMINGTON BROKERAGE SERVICES COMPANY (PALM BEACH FL)
FL
06/19/2007 - 04/07/2011
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Dever is the right advisor for you? Invested Better is here to help.
