Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald St. clair is a financial advisor with St. Clair Financial. Donald has been in the financial services industry since 1994. Donald is registered with the state of California and Texas. Donald holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63, and Series 65. Donald is a Certified Financial Planner™. Donald specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
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CA
03/25/2022 - Present
ST. Clair Financial (ROSEVILLE CA)
CA
12/18/1998 - 09/29/2017
NATIONAL PLANNING CORPORATION (ROSEVILLE CA)
CA
05/10/1994 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
04/23/1996 - 08/19/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 03/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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