Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gene O'Neal has been in the financial industry for over 30 years. Donald has extensive experience in financial planning, portfolio management, and pension consulting. He currently works at Wayfinding Financial, LLC where he has been with them since March 2020. Donald specializes in working with high-net-worth individuals, charitable organizations, corporations and other businesses, and individuals other than high-net-worth clients. Donald has been a Certified Financial Planner since 2002. Donald's previous experience includes time at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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WA
03/05/2020 - Present
Wayfinding Financial, LLC (LYNNWOOD WA)
WA
04/12/2013 - 03/18/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LYNNWOOD WA)
WA
02/21/1986 - 04/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVERETT WA)
NA
09/08/1983 - 03/10/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/18/1980 - 09/08/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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