Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn Levine is an investment advisor representative with Osaic Wealth, Inc., located in San Ramon, California. Donn has over 40 years of experience in the financial services industry, specializing in financial planning, pension consulting, and portfolio management for both individuals and businesses. Donn is also a licensed insurance agent for fixed life, disability income, and long-term care. Donn has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized advice and service to each of his clients.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
07/17/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
02/11/2015 - 07/17/2019
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
11/24/2003 - 12/31/2014
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CT
08/16/1991 - 11/19/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/16/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
11/02/1981 - 08/08/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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