Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Levy is a financial professional with over 35 years of experience in the industry. Donald has been a registered representative since 1984 and has held various positions at A. G. Edwards & Sons, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Donald is currently registered with Stephens and has a Series 7, Series 31, Series 63, and SIE licenses. Donald has a strong track record of success in providing investment advice and financial planning services to a diverse client base. Donald specializes in working with individuals, corporations, and charitable organizations. Donald is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals. Donald is a member of the Financial Industry Regulatory Authority (FINRA) and is committed to adhering to the highest ethical standards.
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
TN
06/01/2018 - Present
Stephens (MEMPHIS TN)
TN
01/01/2008 - 04/30/2018
WELLS FARGO CLEARING SERVICES, LLC (GERMANTOWN TN)
TN
01/25/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEMPHIS TN)
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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