Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Sickles is a financial advisor with over 20 years of experience in the financial services industry. Donald is a Certified Financial Planner™ and has been with UBS Financial Services Inc. since 2009. Prior to that, Donald worked at Merrill Lynch and Citigroup Global Markets Inc. Donald provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Donald holds licenses in several states, including Oklahoma, Texas, California, and New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
09/11/2009 - Present
UBS Financial Services Inc. (OKLAHOMA CITY OK)
OK
10/08/2004 - 08/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
NY
08/26/1998 - 10/22/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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