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Donald Weller is a registered investment advisor, based in Bellevue, WA, with 16 years of industry experience.
Location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
April 2013Criminal
November 2000Final Disposition
Other Business ActivitiesSells Insurance
Donald volunteers for the United Way of Snohomish County, serving on the Finance Committee, dedicating minimal time. He is also an agent and owner at Weller Financial Investments, selling fixed insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Oppenheimer & CO. INC.
April 2013 - October 2024 · 11 yrs 6 mos
Oppenheimer & CO. INC.Broker
April 2013 - October 2024 · 11 yrs 6 mos
Morgan Stanley
January 2010 - May 2013 · 3 yrs 4 mos
Morgan StanleyBroker
January 2010 - May 2013 · 3 yrs 4 mos
State Registrations8 states
CAFLMTNMOHORUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.