Donald McClurg
Financial Advisor with Saxon Advisors, a financial advisory practice of Ameriprise Financial, LLC
- Role
- Financial Advisor, Crpc, Apma at Ameriprise Financial Services, LLC
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor, Crpc, Apma
Ameriprise Financial Services, LLC
Feb 2023 — Present · Cincinnati, OH, US
Education
College for Financial Planning
Chartered Retirement Planning Councilor, Financial Planning and Services
2007 — 2008
West Virginia University
Bachelor of Science (BS), Business Administration
1994 — 1998
Skills
- Financial Planning
- Finance
- Series 7
- Wealth Management
- Retirement Income Strategies
- Asset Allocation
- Investments
- Financial Advisory
- Uniform Combined State Law
- Chartered Retirement Planning Counselor
- Financial Services
- Retirement Planning
- Finra
- Series 66
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