Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Donner is a financial advisor with Ameriprise Financial Services, LLC. Edward has been in the industry since 1999 and has a strong track record of providing financial advice to individuals, families, and businesses. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 24, 63 and 65 securities licenses. Edward is also registered with the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Louisiana, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and West Virginia.
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 services
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.
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2
FL
03/01/2017 - Present
Ameriprise Financial Services, LLC (Rockledge FL)
FL
12/09/2005 - 03/14/2017
LPL FINANCIAL LLC (MELBOURNE FL)
FL
09/17/2003 - 12/12/2005
CITIGROUP GLOBAL MARKETS INC. (MELBOURNE FL)
MO
10/22/1999 - 09/17/2003
EDWARD JONES (ST. LOUIS MO)
KS
11/20/1998 - 04/06/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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