Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Chaney is a financial professional with over 20 years of experience in the industry. Donald is currently a registered representative with Stephens, a firm with over 130 licensed agents, 629 registered representatives, and 244 investment advisor representatives. Donald is registered with the state of Arkansas and holds the Series 63, Series 24, Series 14, SIE, Series 87, and Series 7 securities licenses. Donald has experience in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
08/29/2001 - Present
Stephens (LITTLE ROCK AR)
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2014
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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