Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wallace Roork is an investment advisor representative and registered principal with Osaic Wealth, Inc. Donald has been in the financial services industry since September 19, 1973, and is currently registered in Michigan, Ohio, and Texas. Donald has a long history in the financial services industry, having previously worked for FSC Securities Corporation, Weinrich, Zitzmann & Whitehead, Inc., and First Affiliated Securities, Inc. Donald is also a certified financial planner. In addition to his work at Osaic Wealth, Inc., Donald is also involved in a number of other business activities, including providing insurance consulting services, writing a blog, and serving as a finance committee member for a church. Donald is dedicated to helping his clients achieve their financial goals and is committed to providing them with the highest quality of service.
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.
1
2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
12/17/1980 - 11/03/2023
FSC SECURITIES CORPORATION (MAUMEE OH)
NA
11/29/1979 - 12/17/1980
WEINRICH, ZITZMANN & WHITEHEAD, INC.
NA
05/10/1978 - 12/26/1979
FSC SECURITIES CORPORATION
NA
09/12/1977 - 05/28/1978
FIRST AFFILIATED SECURITIES, INC.
NA
09/16/1974 - 10/26/1977
TRAVELERS EQUITIES SALES, INC.
NA
09/20/1973 - 10/23/1974
WADDELL & REED, INC.
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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