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Donovan Seguritan

Schwab Wealth Advisory, Inc.

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About Donovan Seguritan

Donovan Seguritan is a financial advisor in Phoenix, Arizona, registered with Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Donovan has been in the financial services industry for over 19 years. Donovan holds the Series 6, 7, 10, 24, 51, 63, and 65 licenses. Donovan is also a Chartered Financial Consultant. In addition to his work as a financial advisor, Donovan also owns rental property.

Firm Information

Donovan Seguritan is currently registered with Schwab Wealth Advisory, Inc.. SCHWAB WEALTH ADVISORY, INC. is a registered investment advisor based in SAN FRANCISCO, CA. They provide financial planning, portfolio management for individuals and businesses, and participate in wrap fee programs. The firm has 248 licensed agents, 916 investment adviser representatives, and 926 registered representatives.
Schwab Wealth Advisory, Inc.

2423 E. Lincoln Drive

Phoenix, AZ 85016

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Donovan Seguritan’s Registration & Firm History

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)

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Licenses & Designations

IA

Issued 7/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/1/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 1/18/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/6/2013

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 3/22/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/8/2005

Series 7 - General Securities Representative Examination

BC

Issued 7/6/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Donovan Seguritan.
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