Unclaimed
Donald Hilburn is a financial advisor with over 25 years of experience in the financial services industry. Donald is registered to provide investment advice in several states. Donald is currently affiliated with Osaic Wealth, Inc. and has been with them since 2011. Donald has been involved in the financial services industry since 1996. Previously, Donald worked at Securities America, Inc., LPL Financial Corporation, and MetLife Securities Inc. Donald holds multiple FINRA registrations, including Series 63, Series 66, and Series 7.
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.
1
2
SC
06/08/2023 - Present
Osaic Wealth, Inc. (GREENVILLE SC)
SC
09/13/2008 - 08/02/2011
SECURITIES AMERICA, INC. (GREENVILLE SC)
SC
12/05/2006 - 09/15/2008
LPL FINANCIAL CORPORATION (GREENVILLE SC)
SC
12/19/2001 - 12/07/2006
SECURITIES AMERICA, INC. (GREENVILLE SC)
MA
12/07/1999 - 12/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/1999 - 12/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/15/1996 - 10/12/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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