Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Zolfo is an Investment Advisor Representative with Sowell Management. Donald is also a Certified Financial Planner. Donald has experience in the financial services industry and has held previous positions at Wells Fargo Advisors, LLC and 83rd Street Wealth Management, LLC. Donald has licenses for Securities Industry Essentials Examination, General Securities Representative Examination, and Uniform Combined State Law Examination.
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.
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
11/24/2020 - Present
Sowell Management (New Lenox IL)
IL
11/27/2013 - 02/22/2016
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
BOTH
Issued 12/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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