William Donner (CRD# 2329584) is an Investment Advisor Representative working at Donner's Financial Services Inc. in Port Saint Lucie, FL and has over 10 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Donner's Financial Services, Inc. | Livonia, MI | Apr 2018 - Current | 6 |
Donner's Financial Services, Inc. | Livonia, MI | Mar 2009 - Current | 15 |
Foresters Equity Services, Inc. | San Diego, CA | Nov 2015 - Apr 2018 | 2 |
Foresters Equity Services, Inc. | San Diego, CA | Jan 2015 - Apr 2018 | 3 |
Securities America, Inc. | Oak Park, MI | Nov 2014 - Dec 2014 | < 1 |
Sunset Financial Services | Kansas City, MO | Mar 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2014 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- FL
- MI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$54,970
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.