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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 Traugott is a financial advisor with Brookstone Capital Management LLC. Donald is registered with the state of California, Louisiana, and Texas. Donald has been in the securities industry since 1994 and has experience working with a wide range of clients, including high net worth individuals and corporations. Donald specializes in financial planning, portfolio management, and educational seminars. Donald has earned the Series 6, Series 7, and Series 66 licenses. In addition to working with Brookstone Capital Management LLC, Donald also works with the Traugott Advisory Group.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
TX
02/02/2011 - Present
Brookstone Capital Management LLC (SPRING TX)
OK
07/15/2008 - 08/04/2009
AXA ADVISORS, LLC (TULSA OK)
CA
03/24/2006 - 07/16/2008
CAPITAL FINANCIAL SERVICES, INC. (COSTA MESA CA)
OK
11/21/2005 - 03/23/2006
GENEOS WEALTH MANAGEMENT, INC. (TULSA OK)
MN
06/23/1994 - 11/25/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 01/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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