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 an Investment Advisor Representative with Osaic Wealth, Inc., a firm with offices across the United States. Donald has been in the financial services industry since 1972 and holds several licenses and certifications. Donald's clients include individuals, high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing plans. Donald offers a variety of services including financial planning, portfolio management, 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
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 6/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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