Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Benedict Tonelli is a financial advisor with over 50 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. and has been in this role since June 2024. Before that, Donald was with Securities America, Inc. and Securities America Advisors, Inc. from December 2016 to June 2024. Donald also has extensive experience with Foothill Securities, Inc., Portfolio Investments, Inc., Judy & Robinson Securities, Inc, and Penn Mutual Equity Services, Inc. Donald provides a variety of financial services to individuals, businesses, and charitable organizations, including financial planning, investment management, and pension consulting. Donald is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
03/18/1988 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN JOSE CA)
NA
04/07/1986 - 12/31/1993
PORTFOLIO INVESTMENTS, INC.
NA
03/19/1987 - 03/22/1988
JUDY & ROBINSON SECURITIES, INC
NA
10/12/1983 - 03/31/1987
EPIC SECURITIES COMPANY
NA
11/15/1972 - 05/28/1986
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 06/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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