Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bracken is a financial advisor at Osaic Wealth, Inc. located in OLD GREENWICH, CT. Donald has been in the financial industry since 1999 and has a broad range of experience, including working with high net worth individuals, corporations, and pension plans.
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
CT
01/15/2013 - Present
Osaic Wealth, Inc. (OLD GREENWICH CT)
NY
04/08/2008 - 01/16/2013
SAGEPOINT FINANCIAL, INC. (WHITEPLAINS NY)
NY
01/17/2007 - 04/09/2008
HSBC SECURITIES (USA) INC. (YONKERS NY)
NY
10/18/2005 - 01/11/2007
WM FINANCIAL SERVICES, INC. (BRONX NY)
IL
04/18/2001 - 09/27/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
09/12/2000 - 12/11/2001
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NC
08/16/1999 - 07/19/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Bracken is the right advisor for you? Invested Better is here to help.
