Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Sketchley is a financial advisor with Principal Securities, Inc. based in Fort Worth, Texas. Donald has been working in the financial services industry since 2005. Donald has a strong track record of providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Donald holds the Series 6, 7, 63, and 66 securities licenses and has extensive experience in financial planning, portfolio management, and investment advisory services. Donald is dedicated to helping his clients achieve their financial goals and build a secure future.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
01/15/2025 - Present
Principal Securities, Inc. (Fort Worth TX)
TX
03/08/2021 - 05/19/2022
PRUCO SECURITIES, LLC. (Plano TX)
TX
05/13/2020 - 03/16/2021
NYLIFE SECURITIES LLC (DALLAS TX)
TX
01/30/2019 - 04/20/2020
ONEAMERICA SECURITIES, INC. (DALLAS TX)
TX
05/18/2016 - 12/14/2018
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
TX
01/08/2010 - 05/19/2016
THRIVENT INVESTMENT MANAGEMENT INC. (ARLINGTON TX)
KS
09/08/2005 - 01/06/2010
EDWARD JONES (SOUTH HUTCHINSON KS)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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