Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Dishaw is a financial advisor with over 25 years of experience in the industry. Donnie currently works at Wells Fargo Advisors Financial Network, LLC in Houston, TX. Donnie has a wide range of experience in the financial industry and holds various licenses, including Series 7, Series 6, Series 63, Series 65, and Series 24. Donnie also holds the Certified Financial Planner designation. Donnie is registered in Texas as a Broker-Dealer and Investment Advisor.
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
TX
10/11/2019 - Present
Wells Fargo Advisors Financial Network, LLC (HOUSTON TX)
TX
11/14/2008 - 10/21/2019
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
01/09/2002 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
CA
06/20/2001 - 11/08/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
12/02/1996 - 07/10/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
10/24/1995 - 12/12/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donnie Dishaw is the right advisor for you? Invested Better is here to help.
