Unclaimed
Donnel Dickerson is a financial advisor with over 50 years of experience in the financial services industry. Donnel is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Before that, Donnel worked with Securities America, Inc. for nearly four years. Donnel has a wide range of experience in providing financial advice to individuals, families, and businesses. Donnel has a Series 65, Series 63, Series 7, Series 1 and SIE licenses, and is registered to provide advisory services in many states. Donnel holds a deep understanding of the financial markets and a commitment to helping 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.
1
2
MI
06/20/2024 - Present
Osaic Wealth, Inc. (BLOOMFIELD HILLS MI)
MI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BLOOMFIELD HILLS MI)
MI
05/15/2013 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (BLOOMFIELD HILLs MI)
MI
03/21/1986 - 05/17/2013
WALNUT STREET SECURITIES, INC. (BLOOMFIELD HILLS MI)
NA
07/19/1973 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
02/23/1984 - 03/21/1986
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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