Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mcpherrin Weller is a financial advisor with over 13 years of experience in the industry. Donald is currently registered with Raymond James Financial Services Advisors, Inc. in Bellevue, Washington and has previously been registered with Morgan Stanley. Donald has experience working with high-net-worth individuals, corporations, and retirement plans. Donald offers a range of financial services, including financial planning, portfolio management, and pension consulting. Donald also provides hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
10/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bellevue WA)
WA
01/07/2010 - 05/08/2013
MORGAN STANLEY (SEATTLE WA)
BOTH
Issued 01/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Weller is the right advisor for you? Invested Better is here to help.
