Unclaimed
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 Broadoak Partners, LLC. He is a Series 7, 24, 63, and SIE licensed professional with over 24 years of experience in the financial services industry. Donald has held prior roles at Canaccord Genuity Inc., RBC Capital Markets Corporation, RBC Dain Rauscher Inc., and Morgan Keegan & Company, Inc. Donald is registered with the state of Maryland.
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.
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.
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2
CA
03/11/2011 - Present
Broadoak Partners, LLC (BRISBANE CA)
CA
02/20/2004 - 03/31/2011
CANACCORD GENUITY INC. (SAN FRANCISCO CA)
NY
02/06/2004 - 02/26/2004
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
07/27/2001 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
TN
08/24/1998 - 07/25/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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