Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Hook is a financial advisor with over 35 years of experience in the financial services industry. Donald is registered with Osaic Wealth, Inc. and is licensed to provide financial advice in several states. Donald has a deep understanding of the financial markets and specializes in providing financial planning and investment advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through personalized investment strategies. Donald is also an active member of the community and volunteers his time to support several charitable organizations.
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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KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
08/26/2009 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
IN
08/01/2000 - 08/27/2009
NFP SECURITIES, INC. (NEW ALBANY IN)
IL
11/18/1996 - 08/10/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
KY
03/03/1995 - 11/22/1996
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
11/18/1991 - 03/10/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/17/1989 - 11/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
OR
09/14/1988 - 04/13/1989
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
01/06/1988 - 06/14/1988
PRUCO SECURITIES CORPORATION
NA
05/04/1987 - 11/25/1987
PRESCOTT, BALL & TURBEN, INC.
NA
12/26/1986 - 05/18/1987
PW SECURITIES, INC.
IA
Issued 04/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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