Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Elster is a registered investment advisor representative with Raymond James & Associates, Inc. and has been in the industry since November 1995. Donald Elster has been with Raymond James & Associates, Inc. since September 2016. Prior to joining Raymond James & Associates, Inc., Donald Elster was employed by WELLS FARGO ADVISORS, LLC from July 2003 to October 2016. Donald Elster has held various positions in the financial services industry, including investment advisor representative. Donald William Elster holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
10/26/2016 - Present
Raymond James & Associates, Inc. (Houston TX)
TX
07/01/2003 - 10/10/2016
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
NY
11/24/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Elster is the right advisor for you? Invested Better is here to help.
