Unclaimed
Donald Wilson is a financial professional with over 20 years of experience in the industry. Donald is currently registered with Allstate Financial Services, LLC in Monroe, NC. Donald's primary focus is on providing investment advice and financial planning services to clients. Donald is also registered in South Carolina.
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.
1
2
NC
02/08/2022 - Present
Allstate Financial Services, LLC (Monroe NC)
NC
12/18/2002 - 01/12/2022
ALLSTATE FINANCIAL SERVICES, LLC (MONROE NC)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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