Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee Wells is a financial advisor with over 35 years of experience. Donald has worked with clients in a variety of areas including retirement planning, college savings, and estate planning. Currently, Donald is a registered representative with Realta Investment Advisors, Inc. in Seattle, Washington. He is also a registered investment advisor in Washington. Donald holds Series 6, 7, 26, 63 and 65 licenses.
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.
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.
1
2
WA
08/02/2023 - Present
Realta Investment Advisors, Inc. (SEATTLE WA)
WA
03/04/2010 - 06/30/2023
TITAN SECURITIES (Mercer Island WA)
WA
10/07/2008 - 09/23/2009
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
04/12/2002 - 10/13/2008
WORLD GROUP SECURITIES, INC. (OAK HARBOR WA)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
04/14/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
12/09/1983 - 04/12/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Wells is the right advisor for you? Invested Better is here to help.
