Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Scott Penn is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with Osaic Wealth, Inc. in Florida, Indiana and Texas. Before joining Osaic Wealth, Inc. Donald was employed by Woodbury Financial Services, Inc. in Carmel, IN, and Raymond James Financial Services, Inc. in Indianapolis, IN. Donald holds the Series 7, Series 63, Series 66 and SIE licenses. Donald is a Certified Financial Planner (CFP®).
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
07/29/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARMEL IN)
IN
04/02/2004 - 08/03/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MD
10/06/2000 - 02/27/2004
FRONTIER FINANCIAL CONSULTANTS, INC. (COLUMBIA MD)
BOTH
Issued 06/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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