Unclaimed
Donald Burrows is an investment advisor representative with Cetera Investment Advisers LLC, with over 30 years of experience in the financial services industry. Donald is registered with the state of Texas as both a broker-dealer and an investment adviser representative. Donald has a wide range of experience, having worked with various firms, including Wells Fargo Advisors, LLC, Hilltop Securities Inc., and Raymond James & Associates, Inc. Donald's experience encompasses a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Donald holds the Series 7, Series 63, and Series 65 securities licenses, demonstrating their commitment to professional development and staying up-to-date with industry standards. Donald offers a range of services, including financial planning, portfolio management, and investment advisory 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.
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.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (League City TX)
TX
03/29/2012 - 10/18/2022
HILLTOP SECURITIES INC. (LEAGUE CITY TX)
TX
07/12/2000 - 03/28/2012
WELLS FARGO ADVISORS, LLC (LEAGUE CITY TX)
NY
09/04/1999 - 07/31/2000
J.C. BRADFORD & CO. (NEW YORK NY)
FL
07/28/1997 - 09/28/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
02/01/1996 - 08/11/1997
FIRST SOUTHWEST COMPANY (DALLAS TX)
NA
01/03/1995 - 02/13/1996
MASTERSON MORELAND SAUER WHISMAN, INC.
TX
07/23/1993 - 01/03/1995
WESTCAP SECURITIES, L.P. (HOUSTON TX)
NA
07/23/1993 - 08/24/1994
WESTCAP GOVERNMENT SECURITIES, INC.
IA
Issued 11/1/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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