Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Scully is a financial professional with over 29 years of experience in the financial services industry. Donald is currently registered with Oneamerica Securities, Inc. and has previously been registered with The O.N. Equity Sales Company, MML Investors Services, LLC, Park Avenue Securities LLC, Guardian Investor Services Corporation, and Smith Barney Inc. Donald holds Series 7, 24, 63, and 65 licenses and is a licensed insurance agent in Louisiana and Tennessee. Donald specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.
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
IN
01/18/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
LA
07/21/2015 - 12/31/2022
THE O.N. EQUITY SALES COMPANY (baton rouge LA)
LA
06/02/2011 - 07/02/2015
MML INVESTORS SERVICES, LLC (Baton Rouge LA)
LA
05/03/1999 - 11/03/2010
PARK AVENUE SECURITIES LLC (BATON ROUGE LA)
NY
10/21/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/20/1993 - 10/30/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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