Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lilly has been in the financial services industry for over 16 years. Donald is currently a registered representative with Osaic Wealth, Inc., based in Salem, VA. Donald is also a registered investment advisor representative in the state of Virginia. Donald holds the Series 6, Series 63, Series 26 and SIE licenses. Donald was previously employed with Securities America, Inc. in Salem, VA. Donald was also previously employed with Mutual of Omaha Investor Services, Inc. in Roanoke, VA. Donald's specializations include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
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VA
06/14/2024 - Present
Osaic Wealth, Inc. (SALEM VA)
VA
02/19/2019 - 06/14/2024
SECURITIES AMERICA, INC. (SALEM VA)
VA
07/30/2007 - 02/28/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROANOKE VA)
IA
Issued 07/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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