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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald James Jensen is a financial advisor registered with the state of Michigan, specializing in financial planning, pension consulting, and portfolio management for both individuals and businesses. Donald James Jensen has been in the industry since February 18, 2013, and is currently associated with Osaic Wealth, Inc. Donald James Jensen is a licensed advisor in the state of Florida as well. Donald James Jensen has successfully completed the Series 63 and Series 6 exams, as well as the Securities Industry Essentials (SIE) exam.
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.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (CHINA MI)
MI
08/14/2018 - 06/14/2024
SECURITIES AMERICA, INC. (CHINA MI)
MI
02/19/2013 - 08/15/2018
THE O.N. EQUITY SALES COMPANY (CHINA TOWNSHIP MI)
IA
Issued 11/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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