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Donald Allan Brown

Osaic Wealth, Inc.

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About Donald Allan Brown

Donald Allan Brown is a financial professional with over 30 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. in Florida. Donald is a Series 6 and Series 63 licensed representative. Prior to Osaic Wealth, Inc., Donald was registered with Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc.

Firm Information

Donald Brown is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Brown’s Registration & Firm History

FL

11/02/2018 - Present

Osaic Wealth, Inc. (COCONUT GROVE FL)

FL

02/08/1990 - 11/02/2018

SIGNATOR INVESTORS, INC. (COCONUT GROVE FL)

MA

02/08/1990 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

07/29/1985 - 09/19/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 05/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Allan Brown.
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