Unclaimed
Donnie Whisenhunt is a financial professional with over 25 years of experience in the industry. Donnie is currently registered with Stephens in Columbia, SC. Donnie has also held previous roles with MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and THE ROBINSON-HUMPHREY COMPANY, LLC. Donnie has a broad range of experience and is able to provide a variety of financial services to individuals, businesses and institutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
09/26/2018 - Present
Stephens (COLUMBIA SC)
SC
06/01/2009 - 11/08/2010
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
GA
04/12/1995 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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