Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brough is a financial advisor with Ameriprise Financial Services, LLC. Donald has been in the financial services industry since 1986. Donald has Series 7, 24, 63, and 66 licenses and is registered with both FINRA and the SEC. Donald provides asset allocation, financial planning, pension consulting, and portfolio management services. Donald has worked with clients in a variety of industries including insurance companies, charitable organizations, and high-net-worth individuals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/15/2021 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
02/10/2009 - 01/21/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUBLIN OH)
OH
04/28/2006 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (DUBLIN OH)
OH
05/22/2001 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DUBLIN OH)
IN
04/23/1986 - 05/24/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/23/1986 - 05/24/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/23/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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