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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donte? Claim Your ProfileDonte Lamont Harris is a financial advisor at MML Investors Services, LLC. Donte has over 17 years of experience in the financial services industry. Donte has a wide range of experience in providing financial advice to individuals, families, and businesses. Donte has passed several industry exams including the Series 6, 7, 24, 52, 53 and 66. Donte is licensed to provide financial advice in all 50 states. Donte is also registered with FINRA and the Securities and Exchange Commission. Donte is committed to helping 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.
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
OH
05/11/2016 - Present
MML Investors Services, LLC (CINCINNATI OH)
OH
11/14/2013 - 06/15/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
01/26/2012 - 04/15/2013
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
OH
07/23/2004 - 12/23/2011
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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