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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Davenport is a financial advisor with over 27 years of experience in the industry. Donald Davenport is currently registered with Wells Fargo Clearing Services, LLC and has been registered with the firm since March 24, 2008. Donald Davenport is also registered in 53 states and 2 jurisdictions. Prior to joining Wells Fargo Clearing Services, LLC, Donald Davenport was registered with Wells Fargo Insurance Services Investment Advisors, INC, Wells Fargo Investments, LLC, Riversource Distributors, INC, Ameriprise Financial Services, INC, and IDS Life Insurance Company. Donald Davenport is a Certified Financial Planner. Donald Davenport's areas of specialization include retirement planning, college savings, estate planning, insurance and mutual funds.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
11/23/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MN
01/24/2011 - 08/08/2012
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (MINNEAPOLIS MN)
MN
03/24/2008 - 12/31/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
01/01/2007 - 01/24/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
07/06/1994 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/06/1994 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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