Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lennox is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Donald has been in the industry for over a decade and holds the Series 7, Series 66, and SIE licenses. Donald is registered with the state of New York as a broker-dealer and investment advisor. Donald is also a notary public. Donald's clients are primarily high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Donald offers investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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
NY
08/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
BOTH
Issued 08/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donald Lennox is the right advisor for you? Invested Better is here to help.
