Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Svoboda is a financial advisor registered in 12 states with Osaic Wealth, Inc. Donald has been working in the financial industry since February 14, 1979. Donald is also licensed to sell insurance products. Donald has a wide range of experience and expertise in the financial industry and is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
06/10/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
IN
02/14/1979 - 06/08/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/14/1979 - 06/08/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/02/1984 - 11/05/1985
FIRST AFFILIATED SECURITIES, INC.
BC
Issued 10/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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