Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cornagie is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Pennsburg, PA. Donald has been working in the financial services industry since December 1995 and holds multiple licenses, including Series 3, 7, 9, 10, 63 and 65. Donald is a registered representative with Wells Fargo Advisors Financial Network, LLC in California, Pennsylvania and Texas, and a registered investment advisor in California, Pennsylvania, and Texas. Donald has prior experience with Morgan Stanley DW Inc., PaineWebber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
PA
06/12/2012 - Present
Wells Fargo Advisors Financial Network, LLC (PENNSBURG PA)
PA
06/07/2004 - 06/08/2012
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
NY
11/02/2000 - 06/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/17/1999 - 12/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/07/1995 - 06/01/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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