Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McWaters is a financial advisor with Ameriprise Financial Services, LLC. Donald has been in the financial services industry since March 24, 1998. Donald is registered with the state of Florida as a registered investment advisor and a registered representative. Donald is also registered with the state of Texas as a registered investment advisor. Donald holds a Series 7, Series 63 and Series 65 licenses. Donald is also licensed in the states of Alabama, Georgia, Indiana, Michigan, North Carolina, Texas, and Virginia. Prior to joining Ameriprise Financial Services, LLC, Donald was employed at WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., and SUNTRUST SECURITIES, INC.
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
FL
02/22/2023 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
10/01/2000 - 11/23/2010
WELLS FARGO ADVISORS, LLC (NAPLES FL)
NC
10/18/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
11/17/1997 - 06/11/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 04/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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