Unclaimed
Donald James Clements is an investment advisor representative with Retirement Planners Of America. Donald has been in the industry since May 2014. Donald Clements has a Series 65 license and is registered in Utah. Donald Clements holds a Uniform Investment Adviser Law Examination. The advisor's office is located in Plano, Texas. Donald is a set design specialist at Saint George Music Theater. Donald has been involved with the theater since January 2021.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/02/2023 - Present
Retirement Planners OF America (PLANO TX)
IA
Issued 01/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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