Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Reller is an investment professional with over 30 years of experience in the financial services industry. Donald has a strong background in securities, with a focus on providing a range of investment services to individual and institutional clients. Donald is currently registered with RBC Capital Markets, LLC, where Donald provides financial and investment advice and serves as an Operations Professional. Prior to joining RBC Capital Markets, LLC, Donald held various roles at Wells Fargo Securities, LLC, Wells Fargo Prime Services, LLC, Wells Fargo Institutional Securities, LLC, and Wells Fargo Brokerage Services, L.L.C. Donald's expertise includes portfolio management, financial planning, pension consulting, and service for public and private employee benefit plans.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
05/03/2023 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
11/06/2009 - 06/22/2021
WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)
CA
06/30/2015 - 11/19/2018
WELLS FARGO PRIME SERVICES, LLC (SAN FRANCISCO CA)
MN
09/17/2013 - 03/02/2015
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)
MN
07/26/2002 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
04/23/1999 - 09/27/2001
MJK CLEARING, INC. (MINNEAPOLIS MN)
MN
02/27/1989 - 04/20/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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