Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leroy Yule is a financial advisor with over 20 years of experience in the industry. Currently registered with Charles Schwab & CO., Inc. in Austin, TX, Donald has previously held positions with OptionsXpress, Inc., CyberTrader, Inc., and Charles Schwab & CO., Inc. Donald holds Series 3, 7, 9, 10, 24, 34 and SIE licenses as well as the Uniform Securities Agent State Law Examination (Series 63). Donald is a dedicated professional providing services to both individual and corporate clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
04/07/2020 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
11/12/2002 - 12/04/2019
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
09/05/2012 - 11/10/2017
OPTIONSXPRESS, INC. (AUSTIN TX)
TX
01/02/2001 - 09/27/2002
CYBERTRADER, INC. (AUSTIN TX)
TX
03/26/1998 - 01/08/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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