Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Eugene Buehrle is a financial advisor with over 40 years of experience in the industry. Donald is registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in several states. Donald has a broad range of experience in various investment products and services, including fixed annuities, non-variable insurance, and investment advisory services. Donald holds several industry certifications, including the Series 1, Series 6, Series 22, Series 63, and Series 65 licenses. Donald has a strong reputation for providing personalized financial advice to individuals, families, and businesses.
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.
1
2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
06/01/1977 - 11/02/2018
SIGNATOR INVESTORS, INC. (DAYTON OH)
MA
06/01/1977 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Buehrle is the right advisor for you? Invested Better is here to help.
