Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bourgeois is a financial advisor registered with Osaic Wealth, Inc. in Arabi, LA. Donald has been in the financial services industry for over 25 years and holds Series 6, 7, 24, 63 and 66 licenses. Donald also provides insurance sales through a separate business. His experience with Woodbury Financial Services, Inc., Park Avenue Securities LLC and MetLife Securities Inc. adds to his vast knowledge and skill set. Donald is committed to providing personalized financial advice to individuals, families 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.
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2
LA
01/19/2024 - Present
Osaic Wealth, Inc. (ARABI LA)
LA
08/03/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MERAUX LA)
NY
07/15/2003 - 07/07/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
08/27/1996 - 06/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/1996 - 06/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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