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Donald Lee Moravec

Osaic Wealth, Inc.

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About Donald Lee Moravec

Donald Moravec is an investment professional with over 18 years of experience in the financial services industry. Donald has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Donald is currently registered with Osaic Wealth, Inc. and holds a Series 7 and Series 66 license. Donald's areas of expertise include financial planning, portfolio management, and retirement planning.

Firm Information

Donald Moravec is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Moravec’s Registration & Firm History

NE

06/14/2024 - Present

Osaic Wealth, Inc. (DAVID CITY NE)

NE

01/20/2017 - 06/14/2024

SECURITIES AMERICA, INC. (DAVID CITY NE)

NE

09/01/2016 - 01/24/2017

SUMMIT BROKERAGE SERVICES, INC. (DAVID CITY NE)

NE

09/07/2016 - 11/02/2016

VSR FINANCIAL SERVICES, INC. (DAVID CITY NE)

NE

10/07/2005 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (DAVID CITY NE)

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Licenses & Designations

BOTH

Issued 11/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Lee Moravec.
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