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 Pfaff has been in the financial services industry since 1993. Donovan is currently registered with MML Investors Services, LLC and is licensed in Texas and Wisconsin. Donovan has a strong track record of providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. In addition to his work at MML Investors Services, LLC, Donovan is also the owner of MyGiftList.com, which provides cash investment opportunities in exchange for membership interest in the company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WI
02/10/2015 - Present
MML Investors Services, LLC (Madison WI)
WI
03/08/1995 - 11/05/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CT
10/04/1994 - 02/09/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
WI
03/19/1993 - 04/21/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 01/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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