Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Beard Jr. is a financial advisor in Fayetteville, NC. Donald has been in the industry since March 29, 1987. Donald is currently registered with Osaic Wealth, INC. Previously, Donald was registered with Securities America, INC., MML Investors Services, LLC, VOYA FINANCIAL ADVISORS, INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, FINANCIAL NETWORK INVESTMENT CORPORATION, and LOCUST STREET SECURITIES, INC. Donald holds a Series 6, Series 26, Series 63, and SIE license. Donald is a Chartered Financial Consultant.
Fayetteville, NC
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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NC
06/14/2024 - Present
Osaic Wealth, Inc. (Fayetteville NC)
NC
07/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Fayetteville NC)
NC
11/20/2015 - 07/31/2017
MML INVESTORS SERVICES, LLC (WILMINGTON NC)
NC
02/23/2011 - 11/23/2015
VOYA FINANCIAL ADVISORS, INC. (FAYETTEVILLE NC)
NC
12/01/2006 - 02/28/2011
QUESTAR CAPITAL CORPORATION (FAYETTEVILLE NC)
NC
01/02/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (FAYETTEVILLE NC)
MA
08/04/2003 - 01/05/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/04/2003 - 01/05/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
03/27/2003 - 07/09/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
09/17/1999 - 03/31/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
03/05/1987 - 09/16/1999
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BC
Issued 6/9/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/7/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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