Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McCormick is a financial advisor with Ameriprise Financial Services, LLC. Donald is a Certified Financial Planner™ professional. Donald is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Donald has over 36 years of experience in the financial services industry and is registered in 29 states. Donald's firm is headquartered in Minneapolis, Minnesota, and provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Donald has worked at Ameriprise Financial Services, Inc. since 2005 and at Ameriprise Financial Services, LLC since 2020.
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Bohemia NY)
MN
10/14/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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