Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Samuels is a financial advisor with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and Samuels Financial Services, Inc.. Donald's areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisors. Donald is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing personalized financial guidance to his clients. He is also a registered investment advisor and maintains accounts with assets under management. Donald is dedicated to helping his clients achieve their financial goals.
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
OH
02/03/2025 - Present
Osaic Wealth, Inc. (BOARDMAN OH)
OH
11/18/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BOARDMAN OH)
OH
11/19/1989 - 11/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (YOUNGSTOWN OH)
NA
11/14/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/14/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/24/1980 - 09/29/1983
MANAGED INVESTMENTS, INC.
NA
07/12/1977 - 02/27/1979
WRP INVESTMENTS, INC.
NA
07/07/1976 - 08/13/1977
MANAGED INVESTMENTS, INC.
NA
07/05/1974 - 07/23/1976
SECURITY COUNSELORS INC.
BC
Issued 06/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1999
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 07/01/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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