Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Wayne Coplin is a financial advisor with over 40 years of experience in the financial services industry. Donald is a Certified Financial Planner and a Chartered Financial Consultant. Donald is currently registered with USA Financial Securities LLC, where Donald provides financial planning and portfolio management services to individuals and businesses. Donald has also worked with several other firms in the past, including Commonwealth Financial Network, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Donald is licensed to provide financial advice in Arizona, Missouri, Oklahoma, Washington, and Wyoming.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/01/2010 - Present
USA Financial Securities LLC (ADA MI)
WA
05/01/2002 - 02/01/2010
COMMONWEALTH FINANCIAL NETWORK (USA WA)
WA
01/28/2010 - 01/29/2010
USA FINANCIAL SECURITIES CORPORATION (PUYALLUP WA)
IN
01/07/1999 - 05/06/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/07/1999 - 05/06/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/02/1998 - 01/06/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
04/26/1995 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
12/18/1989 - 11/17/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
12/17/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
MA
05/13/1983 - 12/05/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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