Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bonvisuto is a financial advisor at Osaic Wealth, Inc., located in Glastonbury, CT. Donald has been in the financial industry since 2000 and has a wide range of experience in the field, having previously worked at TD Wealth Management Services Inc., BancNorth Investment Group, Inc., Primevest Financial Services, Inc., Compulife Investor Services, Inc., Quick & Reilly, Inc., and FIS Securities, Inc. Donald holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE designation, demonstrating his commitment to professional development. In addition to his role at Osaic Wealth, Inc., Donald also works as an insurance agent, offering a variety of products including accident and health insurance, disability insurance, fixed annuities, long term care insurance, and fixed index annuities.
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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CT
01/24/2025 - Present
Osaic Wealth, Inc. (GLASTONBURY CT)
CT
11/17/2009 - 02/19/2010
TD WEALTH MANAGEMENT SERVICES INC. (GLASTONBURY CT)
CT
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (GLASTONBURY CT)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
01/23/2001 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NY
09/25/2000 - 05/25/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
02/23/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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