Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wilkie is a financial advisor with over 38 years of experience in the industry. Donald has worked with Osaic Wealth, Inc. and previously with Securities America, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Donald has extensive experience in both brokerage and advisory services. Donald is licensed in California and several other states.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
11/06/1996 - 06/14/2024
SECURITIES AMERICA, INC. (SAN DIEGO CA)
NY
08/27/1985 - 11/08/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/27/1985 - 11/08/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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