Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Johnson is an investment advisor representative at Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Donald has been in the financial services industry since 1991 and holds the Series 7, Series 63, Series 65 and SIE licenses. Donald's experience includes working for FSC Securities Corporation and Wheat, First Securities, Inc. Donald has a specialization in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.
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
NC
11/03/2023 - Present
Osaic Wealth, Inc. (HUNTERSVILLE NC)
NC
05/20/1994 - 11/03/2023
FSC SECURITIES CORPORATION (HUNTERSVILLE NC)
NC
11/14/1990 - 03/10/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/09/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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