Unclaimed
Donna Jean Bogan is a financial advisor with over 25 years of experience in the industry. Donna is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 28 states. Donna has a strong background in financial planning, portfolio management, and retirement planning. Donna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Donna is a member of the Toledo Estate & Financial Planning Council and is a strong advocate for the Toledo community.
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
OH
04/01/2024 - Present
Osaic Wealth, Inc. (Toledo OH)
OH
08/01/2018 - 04/01/2024
SIGMA FINANCIAL CORPORATION (MAUMEE OH)
OH
06/01/1998 - 08/13/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (TOLEDO OH)
PA
03/10/1998 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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