Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oswald? Claim Your ProfileOswald Donaldson is a financial advisor with Commonwealth Financial Network. Oswald is a seasoned professional with over 30 years of experience in the financial services industry. Prior to joining Commonwealth Financial Network, Oswald was with Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. Oswald is registered with the state of California and holds several licenses and designations. He provides financial planning, portfolio management and investment advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Oswald's goal is to help 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/19/2003 - Present
Commonwealth Financial Network (GLENDALE CA)
IN
06/01/1998 - 03/21/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/10/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
09/20/1988 - 01/11/1989
REMINGTON SECURITIES, INC.
NA
07/16/1986 - 10/19/1988
SCHREIBER SECURITIES, INC.
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 04/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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