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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Donnelly is a financial advisor with over 30 years of experience. Donald is currently registered with Osaic Wealth, Inc. and First Financial Services. Donald has a broad range of experience in the financial services industry, having previously worked at firms such as NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC., EQUITY SERVICES, INC., FERRIS, BAKER WATTS INCORPORATED, and LEGG MASON WOOD WALKER, INCORPORATED. Donald holds Series 7, Series 63, and Series 65 licenses and has experience providing financial planning, portfolio management, and other advisory services.
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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NY
04/26/2021 - Present
Osaic Wealth, Inc. (EAST SETAUKET NY)
NY
09/05/2003 - 10/23/2017
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
CA
08/01/2003 - 09/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
04/29/1993 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
AZ
06/05/1991 - 04/29/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
VT
11/29/1990 - 06/05/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
MD
09/06/1989 - 06/05/1990
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
03/17/1989 - 09/13/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 02/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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