Unclaimed
Donald Chad Wilson is a financial professional with over 20 years of experience in the industry. Currently registered with Allstate Financial Services, LLC, Donald's career has included positions with Edward Jones, Dean Witter Reynolds Inc, and Allstate Financial Services, LLC in various locations. Donald Wilson is a licensed securities professional holding Series 6, 7, and 63 licenses as well as the SIE exam. Donald's current office is located in Shreveport, Louisiana.
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.
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.
1
2
LA
03/28/2017 - Present
Allstate Financial Services, LLC (Shreveport LA)
NE
09/29/2000 - 08/22/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MO
01/19/2000 - 03/10/2000
EDWARD JONES (ST. LOUIS MO)
NY
05/14/1999 - 01/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Wilson is the right advisor for you? Invested Better is here to help.