Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan A Williams is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Donovan has been working in the financial services industry for over 20 years. Previously, Donovan has worked with firms such as Citigroup Global Markets Inc. and NYLIFE Securities LLC. Donovan is licensed to provide investment advice in New York and Texas. Donovan has expertise in portfolio management, providing financial planning and investment advisory 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
NY
05/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NY
11/29/2022 - 03/07/2023
CITIGROUP GLOBAL MARKETS INC. (BEDFORD VILLAGE NY)
NY
07/29/2021 - 12/06/2022
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
NY
06/04/2019 - 07/08/2021
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
09/14/2017 - 06/03/2019
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
NJ
07/31/2007 - 08/23/2007
TD AMERITRADE, INC. (PARAMUS NJ)
NY
09/30/2005 - 01/13/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/16/2005 - 08/22/2005
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
MN
04/23/2004 - 06/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2004 - 06/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
12/02/1999 - 02/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
10/20/1998 - 10/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/22/1996 - 08/31/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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