Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McNeill is a financial advisor with ON Investment Management Co.. Donald has been in the industry since December 4, 1999. Donald is registered with the state of Georgia and South Carolina. Donald has a wide range of experience in the financial services industry. Donald holds the Series 6, 7, and 63 licenses, as well as the SIE and Series 65 exams.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
GA
01/05/2018 - Present
ON Investment Management Co. (Thomson GA)
CA
01/03/2013 - 01/09/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
GA
02/05/2010 - 12/31/2012
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
02/04/2009 - 01/15/2010
MML INVESTORS SERVICES, INC. (ATLANTA GA)
GA
05/06/2005 - 02/02/2007
SIGNATOR INVESTORS, INC. (ATLANTA GA)
MA
08/11/1997 - 02/02/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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