Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wayne Sheffield is a financial professional with over 20 years of experience in the industry. Donald has worked with Empower Financial Services, Inc. since 2010, after previously working with GWFS Equities, Inc., One Orchard Equities, Inc., and OppenheimerFunds Distributor, Inc. He is licensed to sell securities in Colorado and has a Series 6, Series 26, Series 63, and SIE licenses. Donald works from the Greenwood Village, CO branch office.
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.
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.
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2
CO
10/18/2010 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
10/21/2002 - 09/04/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/28/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
09/11/1998 - 03/23/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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