Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dormeier is a financial advisor registered with Kingsview Wealth Management, LLC and is based in Fort Wayne, Indiana. Donald has over 40 years of experience in the financial services industry. Donald has a strong commitment to providing personalized financial advice to help clients reach their goals. Donald has held previous positions at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Paine, Webber, Jackson & Curtis Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Merrill Lynch, Pierce, Fenner & Smith, Inc. Donald holds the Series 63, Series 8, Series 7, Series 1, SIE and PC licenses.
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.
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.
Strategic management for diversified investment portfolios.
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
IN
12/13/2019 - Present
Kingsview Wealth Management, LLC (Fort Wayne IN)
IN
01/16/2009 - 12/18/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
10/01/1979 - 07/20/2006
UBS FINANCIAL SERVICES INC. (FT WAYNE IN)
NA
10/30/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
09/26/1978 - 11/12/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/08/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 01/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 03/06/1974
Series 1 - Registered Representative Examination
Active
Inactive
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