Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald C. Wilhelm has been in the financial services industry since April 11, 1996. Donald is currently registered with Columbia Management Investment Advisers, LLC in Texas. Donald is a registered representative of the firm. Donald's previous employers include Columbia Management Distributors, Inc., AIG SunAmerica Capital Services, Inc., UBS PaineWebber Inc., and Olde Discount Corporation. Donald's areas of specialization include Fixed Income, Equities, Mutual Funds, Variable Annuities, and Alternative Investments.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (SCARSDALE NY)
MA
04/22/2008 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NJ
01/29/2003 - 04/21/2008
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
08/04/1997 - 01/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
03/29/1996 - 08/06/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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