Unclaimed
Donnie Williams is a registered representative with Jackson National Life Distributors LLC. Donnie has been in the financial services industry for over 15 years and has a strong track record of providing investment advice to clients. Donnie holds the Series 7, Series 31, Series 65, and Series 66 licenses, as well as the SIE exam. Donnie specializes in helping clients plan for their financial future, including retirement planning, college savings, and estate planning.
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.
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.
1
2
TN
05/05/2023 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
NC
11/15/2022 - 05/03/2023
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
CO
02/10/2011 - 11/16/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
TX
03/03/2008 - 08/27/2010
RBC CAPITAL MARKETS CORPORATION (FORT WORTH TX)
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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