Unclaimed
Don Barry Iacono has been in the financial services industry for over 40 years. Don is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.. Don is a Certified Financial Planner® and holds the Series 7, Series 24, and Series 63 licenses. Don has experience in various areas of financial services, including portfolio management, financial planning, and tax preparation. Don is a member of the Park Place Health and Dental Clinic board, and is a volunteer board member and treasurer.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (VIRGINIA BEACH VA)
VA
05/27/1992 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (VIRGINIA BEACH VA)
GA
02/06/1990 - 05/29/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
02/12/1990 - 03/06/1990
CARNEGIE SECURITIES CORPORATION
NA
10/24/1989 - 02/21/1990
FOCUS II SECURITIES, INC.
NY
10/28/1988 - 10/30/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
04/04/1985 - 11/17/1988
FOCUS SECURITIES, INC.
NA
07/22/1982 - 04/04/1985
FSC SECURITIES CORPORATION
BC
Issued 07/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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