Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jefferies is a financial advisor in Theodore, Alabama and has been in the industry since 1994. Donald is currently registered with LPL Financial LLC and has been with the firm since July 2018. Donald has experience with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Donald has passed the Series 7 and Series 63 exams, and holds a SIE certification. Donald is licensed to provide investment advice in Alabama, Arkansas, California, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Pennsylvania, and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
07/16/2018 - Present
LPL Financial LLC (THEODORE AL)
AL
07/21/2008 - 07/18/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MOBILE AL)
AL
01/01/2008 - 07/24/2008
WACHOVIA SECURITIES, LLC (MOBILE AL)
AL
10/24/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MOBILE AL)
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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