Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Dale Laib is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Donovan has been in the industry since December 24, 2012. Donovan holds Series 6, 7, 63, and 66 licenses and the SIE exam. Donovan has been registered with Wells Fargo Advisors Financial Network, LLC since February 21, 2018. Prior to that, Donovan was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 12, 2014, to February 22, 2018. Donovan also worked for PFS Investments Inc. from October 16, 2001, to December 31, 2002. Donovan specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and high-net-worth individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/21/2018 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
MN
03/12/2014 - 02/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
GA
10/16/2001 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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