Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Harrison Warren is a financial professional with over 7 years of experience in the financial services industry. Donnie is currently registered with Davenport & Co. LLC and has been with the firm since March 2021. Prior to joining Davenport & Co. LLC, Donnie was employed by WELLS FARGO CLEARING SERVICES, LLC and FIRST CLEARING, LLC. Donnie's expertise includes financial planning, pension consulting and portfolio management. Donnie's areas of specialization include Financial and Estate Planning, Retirement Planning, College Savings, Mutual Funds, and Variable Annuities. Donnie holds the Series 57TO, SIE, and Series 99 licenses.
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.
Strategic management for diversified investment portfolios.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
03/22/2021 - Present
Davenport & Co. LLC (RICHMOND VA)
MO
11/11/2016 - 01/18/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/24/2012 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 03/22/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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