Unclaimed
Donald Williamson is a financial advisor at Osaic Wealth, Inc. Donald has been working in the financial industry since 1972. Donald Williamson has been a registered representative with Asco Financial Group, Inc. since 2009 and has been a registered investment advisor representative with Asco Financial Group, Inc. since 2009. In addition to his work with Asco Financial Group, Inc., Donald Williamson also manages AFG Pension Administration, a division of Asco Financial Group. Prior to joining Asco Financial Group, Inc., Donald Williamson was a registered representative with FSC Securities Corporation from 1997 until 2023. Donald Williamson has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Donald Williamson specializes in providing financial planning, portfolio management, and insurance services to individual clients and businesses.
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
PA
11/03/2023 - Present
Osaic Wealth, Inc. (KINGSTON PA)
PA
07/25/1997 - 11/03/2023
FSC SECURITIES CORPORATION (KINGSTON PA)
DE
03/21/1996 - 07/25/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
07/14/1993 - 03/25/1996
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
MA
01/15/1993 - 07/28/1993
PNMR SECURITIES, INC. (BOSTON MA)
MA
08/06/1991 - 09/30/1992
PNMR SECURITIES, INC. (BOSTON MA)
PA
03/28/1990 - 08/02/1991
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
NJ
08/10/1989 - 09/01/1989
HYM FINANCIAL, INC. (CLIFTON NJ)
NY
11/09/1988 - 08/24/1989
BNL SECURITIES INC. (SYRACUSE NY)
NA
01/13/1988 - 11/22/1988
FOCUS SECURITIES, INC.
PA
11/24/1986 - 01/19/1988
BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)
NA
03/23/1981 - 12/04/1986
P & I EQUITIES CORPORATION
NA
05/01/1972 - 01/14/1982
FRANKLIN FINANCIAL SERVICES CORPORATION
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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