Years of Experience
5-20+ Years
ROSEVILLE, CA
0 Disclosures
ADVISOR BIO
Donald St. clair is a financial advisor with St. Clair Financial. Donald has been in the financial services industry since 1994. Donald is registered with the state of California and Texas. Donald holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63, and Series 65. Donald is a Certified Financial Planner™. Donald specializes in providing financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
IRVINE, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Donald Edwin Malloy is a financial professional with over 15 years of experience in the financial services industry. Donald has been registered with Pruco Securities, LLC since March 2024. Prior to that, Donald was registered with FARMERS FINANCIAL SOLUTIONS, LLC and TRANSAMERICA FINANCIAL ADVISORS, INC. Donald specializes in a variety of financial services, including investment management, financial planning, and insurance. Donald is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
35 Years Experience
0 Disclosures
ADVISOR BIO
Donald Edson Johnson is a financial advisor with over 30 years of experience in the financial services industry. Donald is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with NEXT FINANCIAL GROUP, INC., OLIN SECURITIES CORPORATION, and INVEST FINANCIAL CORPORATION. Donald holds Series 7, 9, 10, 24, 31, 63, and 66 securities licenses and is registered in Arizona, California, Colorado, Michigan, North Carolina, Ohio, Tennessee, Washington, and Wyoming. Donald specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Donald also has 7.5% ownership of HARLINGWOOD LLC, a company that provides investment-related services.
SPECIALIZATIONS
CORONADO, CA
39 Years Experience
1 Disclosures
ADVISOR BIO
Donald Dudley Woodhouse is a financial advisor at Raymond James Financial Services Advisors, Inc. Donald has over 30 years of experience in the financial services industry. Donald is registered with the state of California and Texas. Donald holds the Series 3, 7, 63 and 65 licenses. Donald specializes in a variety of financial products and services including portfolio management, financial planning, and pension consulting. Donald also provides educational seminars to his clients. Donald is dedicated to helping his clients reach their financial goals. Donald is based in Coronado, CA.
SPECIALIZATIONS
Arroyo Grande, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Donald Lee Brown is a financial advisor at U.S. Bancorp Investments, Inc. located in Arroyo Grande, CA. Donald has been a registered representative for 2 years, and he is Series 63, Series 6TO, and SIE licensed. Donald has experience working with high-net-worth individuals, corporations, and charitable organizations. U.S. Bancorp Investments, Inc. has been in business since 1993 and offers a range of services, including financial planning, portfolio management, and publication of periodicals.
SPECIALIZATIONS
SANTA BARBARA, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Donald Bennett is a registered representative with Planmember Securities Corp. Donald has been in the securities industry since 1993, having worked previously with WMA Securities, Inc. and ARM Securities Corporation. Donald's current employment with Planmember Securities Corp. began in 2001. Donald is a Registered Representative and has been active in Investment Advisory since 2001. Donald is also active in other businesses, including Platinum Insurance Marketing, Platinum Insurance Services, Inc, HealthMed Solutions, Inc, MSFund, MBA Fund LLC, MBA4 Fund LLC, and MBA5 FUND LLC. Donald provides investment supervisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Donald's firm, Planmember Securities Corp., manages assets for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations.
SPECIALIZATIONS
BEVERLY HILLS, CA
41 Years Experience
0 Disclosures
ADVISOR BIO
Donald Harrington is a financial advisor with MML Investors Services, LLC, and has over 38 years of experience in the financial industry. Donald has a wide range of experience, including investment advisory, securities brokerage and insurance, and has been registered as a financial professional with FINRA and the Securities and Exchange Commission since 1991. Donald is licensed in Arizona, California, Idaho and Texas. He is a Certified Financial Planner and a Chartered Financial Consultant. Donald holds a Series 6, 7, 22, 24, 63 and 65 license.
SPECIALIZATIONS
Laguna Niguel, CA
31 Years Experience
1 Disclosures
ADVISOR BIO
Donald Harrell is an active investment advisor representative, licensed in 33 states. Donald has been in the financial services industry since September 14, 1993. Donald is currently employed with Morgan Stanley and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Citigroup Global Markets Inc., and Income Network Company. Donald holds multiple licenses, including Series 3, 6, 7, 9, 10, 22, 26, 63, and 65. Donald is also a Registered Principal at Morgan Stanley.
SPECIALIZATIONS
Campbell, CA
39 Years Experience
2 Disclosures
ADVISOR BIO
Donald Skinner is a registered representative with Kingswood Wealth Advisors, LLC. Donald has been in the financial services industry since February 24, 1986. Donald is licensed to conduct business in Arizona, California, Minnesota, and Washington. Donald also holds a Series 63, Series 65, and Series 7 licenses. Donald previously worked at Cantella & Co., Inc. and Silicon Valley Securities, Inc. Donald has specialized in financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Donald also provides hourly consulting. Donald is located in Campbell, California.
SPECIALIZATIONS
SACRAMENTO, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Donald Rogers is a financial advisor with over 15 years of experience in the industry. Donald has a strong track record of success in providing financial advice to individuals, families, and businesses. Donald currently works with Osaic Wealth, Inc. Donald is a registered representative and investment advisor representative with the firm. Donald holds Series 6, 7, 63, and 66 securities licenses.
SPECIALIZATIONS