Unclaimed
Donald Marinucci is an active financial advisor with over 30 years of experience. Donald has held positions at a variety of financial firms including Securities America, Inc. and VALIC Financial Advisors, Inc. Currently, Donald is an advisor at Osaic Wealth, Inc., located in NORTH TONAWANDA, NY. Donald works with individuals, families, and businesses to help them achieve their financial goals. Donald is a licensed financial advisor in Florida, Maryland, and New York.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NORTH TONAWANDA NY)
NY
12/13/2013 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH TONAWANDA NY)
FL
07/09/2009 - 12/31/2011
P & A FINANCIAL SECURITIES, INC. (LAKEWOOD RANCH FL)
CT
06/29/2005 - 05/01/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
TX
09/28/2004 - 05/31/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NE
06/18/2002 - 10/22/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
06/20/1996 - 10/03/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
DE
02/21/1995 - 07/12/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/16/1990 - 02/02/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/16/1990 - 02/02/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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