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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 Wilson is a financial advisor with over 27 years of experience. Donald is a registered representative of Cetera Investment Advisers LLC. Donald provides financial planning and portfolio management services for individuals and businesses. Donald's services include investment advisory, financial planning, portfolio management, and selection of other advisors. Donald also provides services to charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (CHEHALIS WA)
WA
11/14/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CHEHALIS WA)
FL
12/20/2002 - 11/18/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
PA
05/17/2001 - 12/31/2002
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
MN
05/12/1995 - 05/04/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NA
04/07/1988 - 12/31/1988
WADDELL & REED, INC.
IA
Issued 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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