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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Drennen Williams Jr. is a financial advisor with over 19 years of experience in the financial industry. Donald Drennen Williams Jr. is currently registered with Osaic Wealth, Inc. in 10 states, offering investment advisory services to individuals, businesses, and institutions. Donald Drennen Williams Jr. specializes in financial planning, portfolio management, and pension consulting. Donald Drennen Williams Jr. is also experienced in providing educational seminars and selecting other advisors for clients. Donald Drennen Williams Jr. has held previous positions with JSL Securities, Inc. and J.Smith Lanier & Co. Donald Drennen Williams Jr. is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.
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
AL
06/04/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
KS
02/20/2007 - 07/01/2022
JSL SECURITIES, INC. (OVERLAND PARK KS)
IA
Issued 08/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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