Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Richard Mathias is an active advisor with over 13 years of experience in the financial services industry. Donald has a Series 6, 7, and 63 license as well as the SIE. Donald currently works for Osaic Wealth, Inc., a firm specializing in financial planning and investment management. In the past Donald has worked with Securities America, Inc., Raymond James Financial Services, Inc., and J.W. Cole Financial, Inc. Donald also provides financial planning and consulting services for Real Wealth Advisors LLC.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
01/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKFIELD WI)
WI
02/06/2015 - 01/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
05/20/2011 - 02/26/2015
J.W. COLE FINANCIAL, INC. (MILWAUKEE WI)
WI
06/18/2010 - 05/23/2011
FIRST MIDWEST SECURITIES, INC. (MILWAUKEE WI)
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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