Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Monroe is a financial advisor with over 20 years of experience in the financial services industry. Donald has held positions with several leading firms including Merrill Lynch, Morgan Stanley, and currently with Wells Fargo Clearing Services, LLC. Donald has a comprehensive understanding of the financial markets and provides a range of investment services to individuals, families, and businesses. Donald is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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
MD
01/23/2017 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
10/28/2010 - 09/12/2013
MORGAN STANLEY (BETHESDA MD)
DC
10/23/2009 - 09/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
07/28/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts 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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