Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donavon? Claim Your ProfileDonavon Sammons is a financial advisor with Fidelity Personal And Workplace Advisors, registered with the state of Texas since July 2018. Donavon has been in the financial industry since January 2012, with prior experience at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Donavon's focus is on providing financial planning and investment management services to individuals, businesses, and charitable organizations. Donavon is also a licensed Real Estate Broker.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
09/15/2014 - 07/07/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
08/16/2013 - 08/14/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/17/2011 - 07/25/2013
EDWARD JONES (DALLAS TX)
BOTH
Issued 12/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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