Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Alan Hess is an investment advisor representative with Osaic Wealth, Inc. Donald has been in the industry since 1992 and is registered in multiple states. Donald is a Series 6, 7, 22, 24, 63 and 65 licensed professional. Donald specializes in providing investment advice to individuals and businesses. Donald is also a coach for Oregon City Schools.
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
OH
11/03/2023 - Present
Osaic Wealth, Inc. (OREGON OH)
OH
01/05/2001 - 11/03/2023
FSC SECURITIES CORPORATION (OREGON OH)
OH
10/14/1997 - 12/14/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
FL
10/15/1992 - 09/08/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 03/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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