Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McDade is a financial advisor with over 37 years of experience in the industry. Donald is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. He is a Series 7, Series 24, Series 51, Series 63, and Series 65 licensed professional. Donald specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and corporations. He also offers educational seminars and selection of other advisors.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (NEW ALEXANDRIA PA)
PA
07/13/2004 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CANONSBURG PA)
IA
12/16/2003 - 06/22/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
10/21/1994 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
05/07/1991 - 10/04/1994
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NY
05/23/1986 - 04/09/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/23/1986 - 04/09/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald McDade is the right advisor for you? Invested Better is here to help.
