Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Nelson is an investment advisor with over 30 years of experience in the financial services industry. Donald is currently registered with Wells Fargo Advisors Financial Network, LLC in Arizona, Florida, Illinois, and Texas. Donald also has experience with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Donald’s primary office location is in Marana, Arizona and he also works from a branch office in Naperville, Illinois. Donald provides a variety of services to clients, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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2
AZ
04/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MARANA AZ)
IL
07/01/2003 - 04/03/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
NY
05/18/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/11/1995 - 05/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/03/1992 - 10/26/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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