Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Peabody is an experienced financial advisor with over 30 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. and is licensed in 12 states. Donald's previous experience includes working with FSC Securities Corporation and Umpqua Investments, Inc. Donald has a diverse background in financial services and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Donald is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
1
2
OR
11/03/2023 - Present
Osaic Wealth, Inc. (COOS BAY OR)
OR
01/07/2021 - 11/03/2023
FSC SECURITIES CORPORATION (COOS BAY OR)
OR
12/16/2002 - 01/11/2021
UMPQUA INVESTMENTS, INC. (COOS BAY OR)
NY
07/31/1993 - 12/18/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/28/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Peabody is the right advisor for you? Invested Better is here to help.
