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William Derrick Donner

Donner'S Financial Services Inc.

Port St. Lucie, FL

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Current Employers
Donner'S Financial Services Inc.

Port St. Lucie, FL • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-03
  • MI RA
    APPROVED
    Since 2025-01-03

Branch Locations

Port St. Lucie, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Equity Services, Inc. San Diego CA 01/2015 04/2018
Foresters Equity Services, Inc. San Diego CA 11/2015 04/2018
Donner'S Financial Services, Inc. Livonia MI 04/2018 Present
Donner'S Financial Services, Inc. Livonia MI 03/2009 Present
Previous Registrations
  • 2015-11-04 → 2018-05-18
    Foresters Equity Services, Inc.
    Livonia, MI
Other Businesses

1) INDEPENDENT INSURANCE AGENT SELLING LIFE INSURANCE AND ANNUITIES 2) REDFORD UNION HIGH SCHOOL BASKETBALL COACH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-02
S63 Uniform Securities Agent State Law Examination 2014-03-27
  • S65 Uniform Investment Adviser Law Examination
    2015-09-02
  • S63 Uniform Securities Agent State Law Examination
    2014-03-27
Other Names
  • William Derrick Donner
  • William Derrick Donner

View on SEC IAPD

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