Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Paul Donner is a financial advisor with Hilltop Securities Inc. Leland has over 35 years of experience in the financial industry and is registered in 12 states. Leland specializes in providing financial planning and portfolio management services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Leland is also a registered Municipal Advisor Representative. Prior to joining Hilltop Securities Inc., Leland worked for FIRST SOUTHWEST COMPANY, LLC, EVEREN SECURITIES, INC., PRINCIPAL FINANCIAL SECURITIES, INC., and RAUSCHER PIERCE REFSNES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
01/22/2016 - Present
Hilltop Securities Inc. (CLIFTON TX)
TX
07/20/1999 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (CLIFTON TX)
MO
03/12/1998 - 07/28/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
04/12/1994 - 03/17/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
AR
04/06/1989 - 04/14/1994
LLAMA COMPANY (FAYETTEVILLE AR)
NA
04/25/1986 - 02/27/1989
RAUSCHER PIERCE REFSNES, INC.
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 09/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/22/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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