Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Burnaford is a financial advisor with over 50 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. and Copper Beech Financial Group, LLC. Donald has a wide range of experience and holds the Series 63, Series 7TO, SIE, and Series 1 licenses. In addition to his financial advisory services, Donald is also an independent insurance agent selling fixed annuities, life/accident/health insurance and also provides estate planning and insurance services.
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
NJ
10/15/2024 - Present
Osaic Wealth, Inc. (Moorestown NJ)
NJ
12/14/2009 - 10/15/2013
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
06/01/1998 - 12/01/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)
PA
07/03/1973 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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