Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee Barrere is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. and holds a Series 6, 7, 24, 31, 63, and 66 licenses. In addition, Donald has experience with a number of other firms including SAGEPOINT FINANCIAL, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, SAMUELS CHASE & CO., INC., and HERITAGE FUND DISTRIBUTORS INC.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/22/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
12/02/2010 - 01/15/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
CA
05/13/2008 - 10/12/2009
SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)
FL
11/09/2006 - 03/24/2008
HERITAGE FUND DISTRIBUTORS INC. (ST. PETERSBURG FL)
FL
07/28/2006 - 08/20/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/25/2006 - 06/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (FT MYERS FL)
NY
10/06/2005 - 02/14/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
09/20/1993 - 08/29/1999
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
TX
04/22/1992 - 09/10/1993
AMERICAN-INTERCONTINENTAL FINANCIAL SERVICES CORPORATION (WACO TX)
NA
01/20/1988 - 08/17/1989
INTEGRITY LIFE INSURANCE COMPANY
NA
02/04/1985 - 07/02/1985
FIRST CHARLESTON SECURITIES, INC.
NA
02/17/1984 - 02/08/1985
PAINEWEBBER INCORPORATED
NA
04/22/1983 - 01/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/25/1980 - 05/09/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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