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Portfolio Management for Businesses Advisors in Arkansas
2,358 Results
Unclaimed

ST. Bernard Financial Services, Inc.

location

MTN HOME, AR

experience

30 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Donald James Montgomery is a financial professional with over 28 years of experience in the industry. Donald is a registered representative of St. Bernard Financial Services, Inc. in the Mountain Home, Arkansas office. Donald is also licensed in the state of Arkansas. Donald has experience with several financial products and services.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

Little Rock, AR

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Donald Knoernschild is an investment advisor representative with Thrivent Investment Management Inc. Donald has been in the industry since 1987 and is registered in 41 states and the District of Columbia. Donald specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Stratos Wealth Partners, Ltd.

location

CONWAY, AR

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Donald William Dietz is an investment advisor representative with Stratos Wealth Partners, Ltd. Donald has been in the financial services industry since 2009. Donald has experience in providing investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Donald holds the Series 7, Series 66, and SIE licenses. Donald is registered with the states of Arkansas, Louisiana, and Texas. Donald is also registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

First Financial Services, LLC | CFC ® (Certifications)

location

LITTLE ROCK, AR

experience

51 Years Experience

0 Disclosures

ADVISOR BIO

Donald Baker is a financial professional with over 40 years of experience in the financial services industry. Donald has a deep understanding of investment strategies and is committed to providing personalized financial advice. Donald holds a Series 63 license, a Series 65 license and a Series 7 license. Donald is currently registered with First Financial Services, LLC, a registered investment advisor. Previously, Donald was affiliated with Cambridge Investment Research, Inc., Centaurus Financial, Inc., ING Financial Partners, Inc., Arvest Asset Management, Fortis Investors, Inc., Chubb Securities Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, and Cigna Securities, Inc. Donald's experience and qualifications make him a valuable resource for investors seeking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Crews & Associates, Inc.

location

LITTLE ROCK, AR

experience

46 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Ray Winton is an active investment advisor with over 43 years of experience in the financial services industry. Donald has been associated with Crews & Associates, Inc. since 1980 and holds several licenses including Series 3, 4, 5, 7, 14, 24, 27, 52, 53, 63, 65, 79, 99, and SIE. Donald has a strong track record of providing financial advice and portfolio management services to a diverse range of clients, including individuals, corporations, insurance companies, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Csenge Advisory Group, LLC

location

Booneville, AR

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Donald R. Hall is a financial advisor with Csenge Advisory Group, LLC, located in Booneville, AR. Donald has been in the financial services industry since 2001 and has a broad range of experience in providing financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

LITTLE ROCK, AR

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Donald McDonald is a financial advisor with Raymond James & Associates, Inc., working out of the LITTLE ROCK, AR office. Donald has been in the industry since 1984. Donald holds Series 3, 5, 7, and 66 licenses as well as state registrations in 28 jurisdictions. Donald specializes in helping individuals and families with their financial planning and investment needs. Donald also assists businesses with their financial planning and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

VAN BUREN, AR

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Donna Jean Young is an investment advisor representative with Cetera Investment Advisers LLC. Donna has been in the financial industry since 1985. Donna has a wide range of experience and holds several professional designations including Certified Financial Planner. Donna specializes in financial planning, portfolio management, pension consulting and education seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

CONWAY, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Donna Toombs is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Conway, AR. Donna has been in the financial services industry since August 2006. Donna is a registered representative in AR and TX, and is also registered as an investment advisor in AR and TX. Donna has a Series 66, Series 7, and SIE license. Donna focuses on providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Donna has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

LITTLE ROCK, AR

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Donna Payte is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Donna has been in the industry since 2001, and has been with Wells Fargo for over 14 years. Donna is licensed to sell securities in 31 states and holds both Series 7 and Series 63 licenses. Donna also holds the Securities Industry Essentials (SIE) exam. Donna provides financial planning services to individuals, corporations, and pension and profit-sharing plans. Donna also provides investment consulting services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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