Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald De lyl Hanni is a financial advisor with over 30 years of experience in the industry. Donald is registered with Osaic Wealth, Inc. and currently holds licenses for Series 6, Series 63 and SIE. Donald has experience working at Signator Investors, Inc. and Mutual Service Corporation. Donald specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (MONTICELLO IN)
IN
10/25/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (MONTICELLO IN)
IN
03/21/2003 - 10/24/2006
MUTUAL SERVICE CORPORATION (MONTICELLO IN)
MA
09/14/1987 - 03/20/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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