Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Seguritan is a financial advisor at Schwab Wealth Advisory, Inc. Donovan has been in the financial industry since 2004. Donovan holds several licenses and certifications including Series 6, 7, 10, 24, 51, 63, and 65. Donovan is also a Chartered Financial Consultant (ChFC). Donovan has been registered with the Securities and Exchange Commission (SEC) since 2018. Donovan is registered to provide investment advice in 53 states and Washington, D.C. Donovan has experience working with a variety of clients, including individuals, businesses, and institutions. Donovan has a strong track record of providing financial advice and helping clients achieve their financial goals. Donovan is also a member of the Financial Planning Association (FPA). Donovan is committed to providing clients with the highest quality financial advice and service.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
09/25/2007 - 10/25/2018
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/06/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
MN
07/07/2004 - 10/15/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 07/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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