Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Thayer is a financial advisor registered with Charles Schwab & Co., Inc. Donald has been in the financial services industry since 2000. Previously, Donald Thayer was also registered with USAA Financial Advisors, Inc. and USAA Investment Management Company.
San Antonio, TX
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
11/19/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/27/2002 - 12/19/2013
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
10/09/2001 - 05/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/09/2001 - 05/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/08/1999 - 09/21/2001
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
IA
Issued 3/1/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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