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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Rivers is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 27 years of experience in the financial services industry. Donald is registered with the state of Ohio and Texas. He is also a Certified Financial Planner. He is dedicated to helping individuals and families achieve their financial goals. Donald is a highly experienced advisor who has worked at several prominent firms including Wells Fargo Advisors, LLC, J.P. Morgan Securities Inc. and Banc One Securities Corporation. Donald currently operates out of the Columbus, OH office of Wells Fargo Advisors Financial Network, LLC.
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
OH
05/02/2014 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
08/29/2008 - 05/02/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
07/01/2006 - 09/04/2008
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
03/27/1996 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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