Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Nealon is a financial advisor with over 37 years of experience in the industry. Donald is currently registered with Wells Fargo Advisors Financial Network, LLC in Naples, Florida and provides financial and investment advice to individuals, families, and businesses. Donald has previously worked with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Huberman Securities Corp., Anderson, Bryant & Co., and The Stuart-James Company, Inc.. Donald is a Series 63 and Series 65 licensed advisor and is also a Series 7 and SIE licensed advisor.
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
FL
05/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 05/04/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
NY
07/31/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/21/1988 - 08/05/1989
HUBERMAN SECURITIES CORP.
NA
01/07/1988 - 11/23/1988
ANDERSON, BRYANT & CO.
NA
11/20/1986 - 01/11/1988
FITZGERALD, DEARMAN & ROBERTS, INC.
NA
08/21/1985 - 11/29/1986
THE STUART-JAMES COMPANY, INC.
IA
Issued 01/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Nealon is the right advisor for you? Invested Better is here to help.
