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 Wilson is a financial advisor at United Planners' Financial Services Of America A Limited Partner, based in Scottsdale, AZ. Donald is a licensed investment advisor representative in Minnesota and registered with FINRA. Donald has been a registered representative in the financial services industry since 1987. Donald also has an independent insurance business, Donald E Wilson Independent Insurance, and is the President of Don Wilson Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/10/2018 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
08/22/2008 - 05/14/2018
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
05/27/1987 - 08/22/2008
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
BOTH
Issued 09/09/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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