Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnell? Claim Your ProfileDonnell Williams is a registered investment advisor representative with J.p. Morgan Securities LLC, based in Newark, Delaware. Donnell Williams has been in the financial services industry since 2014. Donnell Williams holds a Series 65 license. Donnell Williams has been registered with J.p. Morgan Securities LLC since September 2024. Donnell Williams is a licensed agent in Delaware. Donnell Williams's past experience includes working at FLORIDA FINANCIAL ADVISORS DBA TRISTATE FINANCIAL ADVISORS in PHILADELPHIA, Pennsylvania, BLOOM SOUTHERN KITCHEN in CHESTER SPRINGS, Pennsylvania, and RIZE PIZZA in WEST CHESTER, Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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DE
12/20/2024 - Present
J.p. Morgan Securities LLC (Newark DE)
Active
Inactive
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