Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Plyler is a financial professional with over 18 years of experience in the financial services industry. Donnie is currently registered with Cetera Investment Advisers LLC and has prior experience with Nationwide Securities, LLC, Wells Fargo Advisors, LLC, AXA Advisors, LLC, and Uvest Financial Services Group, Inc. Donnie has a broad range of experience in financial planning, portfolio management, and insurance. Donnie is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (ROCK HILL SC)
SC
10/20/2011 - 12/31/2019
NATIONWIDE SECURITIES, LLC (Rock Hill SC)
SC
08/11/2010 - 08/09/2011
WELLS FARGO ADVISORS, LLC (ROCK HILL SC)
SC
01/26/2005 - 12/03/2009
AXA ADVISORS, LLC (FORT MILL SC)
NC
09/17/2003 - 01/07/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 2/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2005
Series 7 - General Securities Representative Examination
BC
Issued 9/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donnie Plyler is the right advisor for you? Invested Better is here to help.
