Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Donaldson is a financial professional with over 30 years of experience in the industry. John is currently registered with Stifel, Nicolaus & Company, Inc. and has previously been registered with WELLS FARGO ADVISORS, LLC and PIPER JAFFRAY INC. John holds Series 63, 65, 7 and SIE licenses. John works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John provides investment advisory services including portfolio management, financial planning, and pension consulting.
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.
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
WA
06/16/2016 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
03/29/1999 - 06/17/2016
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
MN
01/27/1992 - 04/06/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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