Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Willner is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. and holds the Series 6, Series 63, and Series 65 licenses. Don Willner has a strong background in portfolio management, financial planning, and insurance. He has a passion for helping clients reach their financial goals and believes in building strong, long-term relationships with his clients. He is committed to providing personalized financial advice and services tailored to each client's unique needs and circumstances.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (FREMONT CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FREMONT CA)
CA
10/15/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FREMONT CA)
CA
05/03/2011 - 10/19/2012
WOODBURY FINANCIAL SERVICES, INC. (FREMONT CA)
CA
08/06/1996 - 05/06/2011
NEW ENGLAND SECURITIES (FREMONT CA)
CA
03/05/1987 - 07/19/1996
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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