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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cameron is an investment advisor representative with Advisor Share Wealth Management. Donald has been in the financial services industry for over 30 years. Donald's previous experience includes roles at Taylor Capital Management Inc., The O.N. Equity Sales Company, Intersecurities, Inc., and Aegon USA Securities Inc. Donald is licensed to provide investment advisory services in Indiana. Donald also holds Series 6, 63, 65 and 26 licenses, as well as the Securities Industry Essentials (SIE) Exam. Donald has a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
WA
10/16/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
IN
04/26/2013 - 07/01/2019
TAYLOR CAPITAL MANAGEMENT INC. (ROCHESTER IN)
IN
09/19/2005 - 04/26/2013
THE O.N. EQUITY SALES COMPANY (ROCHESTER IN)
FL
01/02/1998 - 09/20/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
01/31/1990 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 01/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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