Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Paul Johannes has been in the financial industry since 1990. Donald is currently registered with Ameriprise Financial Services, LLC. Donald is licensed to provide investment advice in multiple states. Donald has been with Ameriprise Financial Services, LLC for over 13 years. Donald previously worked with Ameriprise Advisor Services, INC. Donald has experience in financial planning, portfolio management and other financial services.
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
NY
10/23/2024 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
10/07/1991 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MELVILLE NY)
NY
05/15/1990 - 03/07/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
02/05/1990 - 06/04/1990
VANDERBILT SECURITIES, INC.
NA
12/19/1989 - 02/06/1990
J. T. MORAN & CO., INC.
IA
Issued 09/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1990
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 07/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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