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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Donaldson is a financial advisor with Donaldson Financial Wellness Network, LLC. William has been in the financial services industry since 1998 and has a broad range of experience. William is a Certified Financial Planner (CFP) and holds the Series 3, 7, 24, and 66 licenses. William has worked with clients to develop financial plans and investment strategies, and has also provided tax and financial information to individuals and couples going through a divorce. William is licensed in Connecticut.
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.
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CT
01/29/2024 - Present
Donaldson Financial Wellness Network, LLC (NEWTOWN CT)
CT
05/20/2010 - 06/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (WESTPORT CT)
CT
01/09/2007 - 11/06/2008
NATIONAL PLANNING CORPORATION (WESTPORT CT)
CT
11/30/2000 - 12/31/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NEWTOWN CT)
IN
07/08/2000 - 12/04/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
11/04/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
BOTH
Issued 12/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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