Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Barrett Parker is a financial advisor with Osaic Wealth, Inc. based in Round Rock, TX. Donna has been in the industry since 1987. Donna holds the Series 6, 7, 63, and 65 licenses. Donna is also a Certified Financial Planner. Prior to joining Osaic Wealth, Inc. Donna worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (ROUND ROCK TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROUND ROCK TX)
TX
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROUND ROCK TX)
TX
06/01/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ROUND ROCK TX)
NA
06/11/1987 - 08/11/1992
G. R. PHELPS & CO., INC.
NA
08/31/1982 - 12/16/1982
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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