Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wilcox is a financial advisor at On Investment Management Co. Donald is a registered investment advisor representative in Florida and Texas and has been in the industry since 1970. Donald has been registered with the Financial Industry Regulatory Authority (FINRA) since 2003 and has a Series 7, Series 63, Series 15, and Series SIE license. He is also licensed to sell life, disability, and fixed insurance products through his own business, Wilcox Financial Strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
FL
10/20/2017 - Present
ON Investment Management Co. (HOLLYWOOD FL)
IN
05/11/1995 - 01/08/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
01/29/1974 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CT
05/24/1985 - 07/21/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MO
02/10/1986 - 04/08/1989
INA SECURITY CORPORATION (KANSAS CITY MO)
NA
05/31/1985 - 12/20/1985
AMEV INVESTORS, INC.
NA
10/07/1982 - 06/10/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/23/1979 - 10/25/1982
ALJON SECURITIES,INC.
NA
02/24/1970 - 02/10/1974
DUPONT WALSTON, INCORPORATED
BC
Issued 12/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 02/20/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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