Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Parsons is a financial advisor with over 40 years of experience in the financial services industry. Donald is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in Mississippi and Texas. Donald has also previously held registrations with UBS Financial Services Inc. and Prudential Securities Incorporated. Donald holds the Series 7, 9, 10, 15 and 63 licenses as well as the Series 65 license. Donald provides a range of financial services, including investment consulting, financial planning, pension consulting, and portfolio management. Donald has a strong track record of success in helping clients achieve their financial goals.
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.
1
2
MS
12/05/2013 - Present
Wells Fargo Clearing Services, LLC (RIDGELAND MS)
MS
02/16/2001 - 12/16/2013
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NY
11/24/1980 - 02/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 15 - Foreign Currency Options Examination
BC
Issued 07/10/1998
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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