Unclaimed
Don Freeman Kizer is a financial advisor in Scottsdale, Arizona, and has been in the industry since February 5, 1997. Don is currently registered with Osaic Wealth, Inc. and has held previous positions at Securities America, Inc., LPL Financial Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, NYLIFE Securities Inc. and PRUCO Securities Corporation. Don has several certifications including Series 6, Series 63, Series 65, and SIE. Don works with a variety of client types, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Don is also a registered Investment Advisor representative in South Carolina.
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
AZ
09/18/2017 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
SC
09/13/2008 - 08/02/2011
SECURITIES AMERICA, INC. (GREENVILLE SC)
SC
12/05/2006 - 09/15/2008
LPL FINANCIAL CORPORATION (GREENVILLE SC)
SC
08/09/2002 - 12/07/2006
SECURITIES AMERICA, INC. (GREENVILLE SC)
MA
02/15/2000 - 08/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/15/2000 - 08/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/26/1997 - 01/20/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
12/11/1996 - 07/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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